Invesco Monthly Income Plus Fund
The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus).
Monthly Income Plus is one of Invesco’s flagship bond funds. It has been around for close to a quarter of a century, amassed assets in excess of £2 billion, and along the way has delivered investors a mix of income and capital return.
In terms of performance, it is more Steady Eddie than spectacular, but for many investors it provides ballast to their wider investment portfolio.
| FUND FACTS | |
|---|---|
| Fund Name | Invesco Monthly Income Plus Fund |
| Fund Manager(s) | Rhys Davies, Ciaran Mallon |
| Launch Date | 06 February 1999 |
| Offer Closes | closed |
| Product Type | OEIC |
| Available as an ISA | Yes |
| Distribution Frequency | Monthly |
| XD Dates | |
| Pricing Frequency | Daily |
| Yield | 5.80% |
| Share Class | I |
| Fund Charges | |
| Initial charge: | 0.% |
| Fund Manager Ongoing Charge: | 0.68% |
| Total Service Fee p.a. | 0.43% |
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