Long-term security of bonds - Invesco Perpetual Corporate Bond Fund
“In our opinion, this is one of the 2 best corporate bond funds available in the UK, the other being the M & G Corporate Bond Fund,”
Gareth Flanagan, Managing Director, Principle First Financial Services
The Invesco Perpetual Corporate Bond Fund offers the relative security of an investment primarily in fixed interest securities, which are regarded as less risky than equity investments in the stock markets.
The Invesco Perpetual Corporate Bond Fund has returned 35.09% on investments over 5 years. The Invesco Perpetual Corporate Bond Fund is a longer term investment, and is most suitable to clients prepared to remain in the investment fund for 5 to 10 years.
Launched in July 1995, the Invesco Perpetual Corporate Bond Fund accepts a minimum lump sum investment of £500 or access through a monthly savings plan for a minimum of £20 per month.
Investment fund charges on the Invesco Perpetual Corporate Bond Fund are an initial sales charge of 5%, and an annual management charge for the investment fund of 1%.
Where does the Invesco Perpetual Corporate Bond Fund invest?
This investment fund focuses mainly on government and company bonds, which are relatively reliable investments as the funds in the investment fund are in effect being ‘loaned’ to governments or large corporations for a fixed term, and then repaid. However, the solvency of the companies in which the fund invests may adversely affect repayments on their corporate bonds and thus affect the overall return from the investment fund.
Returns from this investment fund can also be adversely affected by currency fluctuations.
Income from the Invesco Perpetual Corporate Bond Fund will be subject to income tax at your usual rate.
The fund managers of this investment fund are Paul Causer and Paul Read. Paul Causer has a BSc in economics from the London School of Economics. With over 25 years of investment fund experience, he joined Invesco Perpetual in 1994.
Paul Read has a BA in economics and history from the University of Toronto and an MBA from INSEAD. With 25 years of investment experience, he joined Invesco Perpetual in 1995.
Are you interested in an investment in the Invesco Perpetual Corporate Bond Fund, or in one of our investment fund portfolios? Make an investment enquiry now or ring 0800 678 5929
