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Invesco: Global Equity Income Strategies…When will they stop underperforming the broader market?

Investment news for Financial Advisers and Paraplanners

17 Aug 2018

Invesco: Global Equity Income Strategies…When will they stop underperforming the broader market?

With performance for Global Equity Income strategies lagging the MSCI World index for five years now, we listen with interest when we hear the suggestion that income-focused strategies are dead.

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Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

The fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund.

Important information

This email is for Professional Clients only and is not for consumer use.

All information as at 30 June 2018 sourced from Invesco Perpetual unless otherwise stated.

The Historic Yield of the Invesco Perpetual Global Equity Income Fund reflects distributions declared over the past twelve months as a percentage of the mid-market price of the fund, as at the date shown. It does not include any entry charge and investors may be subject to tax on their distributions. The fund’s ongoing charge is charged to capital. This has the effect of increasing the distribution(s) for the year by the amount of the ongoing charge and constraining the fund’s capital performance to an equivalent extent.

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, which are available using the contact details shown. Invesco Perpetual is a business name of Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority

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