Invesco makes Strategic Income available to retail market

clock

INVESCO Perpetual has launched a retail share class for Mark Barnett's Strategic Income fund.

Previously the fund was available only to investors with £250,000, but four new share classes, income and accumulation, both with and without trail options, will allow ISA and PEP investors access to the portfolio. The fund, originally made available to non-institutional high net worth investors last August but with a track record stretching back to 1999, has marginally lagged its sector, IMA UK Equity Income, and index, FTSE All Share, over a year. It returned 20.3pc against 21pc for the sector and 21.4pc for the index (bid-to-bid, according to Lipper, 363 days, 31.05.06 to 29.05.07) Und...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

Inflation falls faster than predicted ahead of BoE interest rate vote

Inflation falls faster than predicted ahead of BoE interest rate vote

3.2% in November

Michael Nelson
clock 17 December 2025 • 2 min read
FCA's Rathi addresses Autumn Budget market abuse concerns

FCA's Rathi addresses Autumn Budget market abuse concerns

Pens open letter to Treasury Committee

Isabel Baxter
clock 04 December 2025 • 2 min read
More tax, less shelter: A slow-burn Budget for savers and investors

More tax, less shelter: A slow-burn Budget for savers and investors

'The Budget documents make for sobering reading for those trying to build up their wealth'

Laith Khalaf
clock 04 December 2025 • 3 min read