Overview
Invesco Income Growth’s investment objective is to produce income and capital growth superior to that of the UK stock market and dividends paid quarterly that, over time, grow at above the rate of inflation. It aims to have a portfolio yielding more than the FTSE All-Share Index in order to generate sufficient income; provide shareholders with dividend growth in excess of inflation over the longer term; achieve capital growth in excess of the FTSE All-Share Index over the longer term; reduce risk by diversifying investments across a wide range of companies and sectors; and enhance returns by utilising gearing, when appropriate.
The fund’s website can be found here.
Research History
-
10 Aug 2020 4 min read
QuotedData’s Economic Roundup – August 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
10 Jan 2020 8 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
-
18 Jan 2019 1 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]
-
16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
-
15 Aug 2018 1 min read
QuotedData’s investment companies roundup – August 2018
QuotedData’s investment companies roundup – August 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in July Tritax EuroBox raised its maximum target of £300 million in an […]
-
1 min read
QuotedData’s Economic round up – August 2018
QuotedData’s Economic round up – August 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
-
10 Jan 2018 1 min read
QuotedData’s economic round up – January 2018
QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
12 Jul 2017 2 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
14 Jun 2017 1 min read
QuotedData’s economic round up – June 2017
QuotedData’s economic round up – June 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
07 Dec 2016 1 min read
QuotedData’s round up of views on the global economy – December 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup
News
-
22 Apr 2021 2 min read
QuotedData’s morning briefing 22 April 2021
In QuotedData’s morning briefing 22 April 2021: Hammerson (HMSO) has further reduced its debt having exchanged unconditional contracts on the portfolio sale of its seven retail park assets to Brookfield for £330m cash proceeds. This represents an 8% discount to the 31 December 2020 book value of £357m and an 8.6% net initial yield. This transaction […]
-
16 Apr 2021 1 min read
QuotedData’s morning briefing 16 April 2021
In QuotedData’s morning briefing 16 April 2021: Middlefield Canadian Income has announced the the appointment of Ms Kate Anderson as a non-executive director of the Company effective 12 April 2021. The appointment follows the receipt of consent from the Jersey Financial Services Commission. In separate general meetings, shareholders of both Invesco Income Growth Trust and Invesco Select Trust […]
-
04 Dec 2020 1 min read
QuotedData’s weekly news show 4 December 2020
QuotedData’s weekly news show 4 December 2020 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on youtube. In this week’s show, James Carthew covered the week’s top stories: Polar Capital Global Financials’ remarkable share price rise Invesco Income Growth’s planned merger Golden Prospect Precious Metals’ influx […]
-
01 Dec 2020 3 min read
Invesco Income Growth plans merger with IP Select
Invesco Income Growth plans merger with IP Select – The board of Invesco Income Growth Trust has agreed heads of terms with the board of Invesco Perpetual Select Trust for a merger. The scheme would be effected by way of a scheme of reconstruction under Section 110 of the Insolvency Act 1986 and a voluntary winding […]
-
03 Jul 2020 6 min read
Invesco Income Growth reports on a volatile year
Invesco Income Growth (IVI) has announced its results for the year ended 31 March 2020, a year that its manager has described as being a volatile one for the trust: dominated by concerns over the outlook for global economic growth, Brexit negotiations and the UK General Election, which were overwhelmed in the final three months by […]
-
28 Jan 2020 1 min read
Invesco Income Growth faces continuation vote
Invesco Income Growth faces continuation vote – The board of Invesco Income Growth Trust says it will put a continuation vote to shareholders in the trust at the time of the next AGM to be held in September 2020. While the directors believe that shareholders want the company to keep going, the persistently wide discount might suggest otherwise. […]
-
28 Jun 2019 2 min read
QuotedData’s other news 28 June 2019
In QuotedData’s other news 28 June 2019 Origo Partners results to end December 2018 (ancient history now) show its NAV halving from 3.9 cents to 1.8 cents, down to: – (i) write offs of the company’s investments in Celadon, Gobi Coal, Staur Aqua, Fram, Six Waves, and Unipower; (ii) realised losses from the company’s sale of its […]
-
02 Oct 2018 1 min read
Invesco Income Growth trims fees
Invesco Income Growth trims fees – Following constructive discussions with the company’s manager, Invesco Fund Managers Limited, Invesco Income Growth‘s board has announced the agreement of amendments to the existing fee arrangement became effective 1 October 2018. A reduction in the fee from 0.65% to 0.60% for the first GBP150 million of market capitalisation; A reduction in the […]
-
24 Nov 2016 2 min read
Invesco Income Growth hit by a few profit warnings
Invesco Income Growth reports that the total return on net asset value over the half year to 30 September 2016 was 9.1%, it was a little behind their benchmark, which returned 12.9%. Nonetheless the share price’s total return was better, at 11.6%, thanks to the narrowing of the discount. The Board is declaring a second interim dividend of […]
-
17 Jun 2016 2 min read
Invesco Income Growth suffers from discount widening
Invesco Income Growth outperformed the FTSE All-Share Index over the year to the end of March 2016, returning -2.6% against -3.9% for he Index. The discount widened however (from 5.3% to 11. 5%) and so the return to shareholders was -7.8%. The full year dividend was upped from 10.1p to 10.3p. The manager says that […]
-
27 Nov 2015 2 min read
Invesco Income Growth outperforms in first half
Invesco Income Growth’s interim results for the six months ended 30 September 2015 show the fund outperforming the FTSE All-Share index, returning -3.5% on net assets against -7.2% for the index. The return to shareholders was -5.0%. the first two quarterly dividends total 4.3p, up from 4.2p for the equivalent period last year. Ciaran Mallon’s […]
-
17 Jun 2015 2 min read
A good year for Invesco Income Growth
Invesco Income Growth’s results for the year to the end of March 2015 show the fund outperforming the FTSE All-Share Index by 3.7%, returning 10.3% to the index’s 6.6%. The return to shareholders was 9.9%. The total dividend for the year was 10.1p, up 2.5% on the 9.85p paid for the year ended 31 March 2014. […]
-
23 Mar 2015 1 min read
Invesco Income Growth fee cut
Invesco Income Growth’s Board has negotiated a change to the management fee. With effect from 1 April 2015, the fee will be 0.65% on the first £150m of market capitalisation and 0.55% above this level. The fee was 0.7% up to £100m, 0.6% on the next £50m and 0.55% on the next £50m and was based on funds […]
-
28 Nov 2014 2 min read
Invesco Income Growth just fails to match benchmark
IVI : Invesco Income Growth just fails to match benchmark Invesco Income Growth lagged the FTSE All-Share Index a little over the six months ended 30 September 2014, producing a total return on net assets of 0.7% and return to shareholders of 0.5% against a 1.6% return for the Index. The quarterly dividends were increased […]
-
17 Jun 2014 1 min read
Invesco Income Growth : IVI – Annual results
Invesco Income Growth has published its results covering the year that ended on 31 March 2014. Over the period the fund generated a total return of 14.2% on net assets – ahead of the 8.8% return generated by the FTSE All-Share Index. The discount narrowed and so the return to shareholders was 16.7%. The dividend […]
