Invesco Monthly Income Plus Fund UK

Select share classes

Invesco Monthly Income Plus Fund (UK) Z (Inc)

Category GBP Allocation 40-60% Equity

star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

194.10p

arrow-up0.07p (+0.04%)

Fund Code

INMPI

B8N45Q5

GB00B8N45Q51

Prices updated as at 13 May 2025
|
Prices in GBX

Investment objective
The Fund aims 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 globally in corporate and government debt securities (including investment grade, non-investment grade and unrated) and shares or other equity related securities of companies. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities, money-market instruments, collective investment schemes (including funds managed by the Invesco group), deposits and cash.

Company name
Invesco Fund Managers Limited
Fund launch date
06 Feb 1999
Domicile
United Kingdom
UCITS
Yes
Fund manager
Ciaran Mallon
Manager start date
01 Oct 2013
Fund manager biography
Ciaran has worked in equity markets since 1994. After completing his Chemistry degree at Oxford University he joined HSBC Private Clients where he worked as an Investment Analyst. He joined United Friendly Asset Management (UFAM) in 1999 where he worked as a Fund Manager. UFAM was acquired by Royal London Asset Management (RLAM) in 2000. Ciaran left RLAM in 2004 and joined Invesco Perpetual in January 2005.
Fund manager
Rhys Davies
Manager start date
31 Aug 2020
Fund manager biography
Head office
Perpetual Park, Perpetual Park Drive, Henley-on-Thames,
Oxfordshire
United Kingdom
RG9 1HH,
Got a question?
Get in touch
we're here to help:
+44 (0) 1491 417000
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.