Invesco Corporate Bond Z Acc

Citicode
GUVQ
Launch Date
12-11-2012
Fund Size
£1,509,724,582
Yield
4.33%
Ongoing Charge
0.50%
Fund Managers
Michael Matthews
Tom Hemmant
Benchmark: IA Sterling Corporate Bond
Investment
Invesco Corporate Bond Z Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The objective of the Fund is to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund invests at least 80% of its assets in investment grade corporate debt securities. The Fund may use derivatives (complex instruments) for investment purposes and to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach based on fund manager judgement supported by macroeconomic and credit risk analysis, with an emphasis on valuation and is not constrained by a benchmark.

Top 10 Holdings

Asset Class

Fund Manager

Michael Matthews

Start Date

01-03-2013

Bio

Michael is co-Head of the Invesco Fixed Income team in Europe. In this role, as well as management responsibilities for the team, he also manages a number of corporate bond portfolios.Michael began his investment career in 1994 and joined the team on its foundation in 1995. He initially specialized in the team’s money and foreign exchange market activities before focusing on government and investment grade credit markets. He has been a fund manager since 2006.Michael has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Fund Manager

Tom Hemmant

Start Date

31-08-2020

Bio

Tom is a Fund Manager in the Henley Investment Centre's Fixed Interest team. Tom began his career with PricewaterhouseCoopers in 2002 where he worked in their financial services tax practice and trained as a chartered accountant. In 2005 he joined the Corporate Finance team of International Power plc working on the acquisition and project financing of power generation assets, and corporate funding projects. He is an ACA qualified Chartered Accountant and holds a BSc in Economics from the University of Southampton.

Data source:

All financial data is supplied by FE

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