Invesco Bond Income Plus Limited: Income you can trust

(Image credit: Invesco)

As part of a paid partnership with Invesco, MoneyWeek explores how Invesco Bond Income Plus Limited (BIPS) is designed to help everyday investors enjoy consistent, reliable income.

Join MoneyWeek’s Kalpana Fitzpatrick and Invesco’s Rhys Davies for a practical discussion on how BIPS can provide you with reliable income and peace of mind.

We are entering a period of considerable uncertainty for retirees. With the shift to defined contribution (DC) pensions, how your money is invested matters more than ever. Rising interest rates can put companies under pressure, particularly if they have large debts to service. This can cause stock market valuations to look inflated - and increase volatility. At times like this, bonds can provide greater stability and potentially higher income.

BIPS is an investment trust managed by seasoned, professional Fund Managers – Rhys Davies and his co-manager, Edward Craven – who bring decades of experience in fixed income. They carefully research and choose the bonds of financially strong companies, building a diversified portfolio across countries and industries.

The trust currently targets an annual income of 12.25 pence per share, which equates to a yield of approximately 7.2%*. It achieves this income by investing in a broad mix of bonds from quality companies aiming to deliver reliable income, even when markets are unpredictable.

Join us for this exclusive MoneyWeek webinar to hear directly from Rhys Davies, Portfolio Manager of Invesco Bond Income Plus Limited, as he explains how the trust aims to deliver reliable income, through a range of market conditions. With BIPS, you get professional management, diversification, and experience – all working together to help you invest with confidence.

*Please note this is not guaranteed.

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Invesco Bond Income Plus Limited

Invesco Bond Income Plus Limited has a significant proportion of high-yielding bonds, which are of lower credit quality and may result in large fluctuations in the NAV of the product. Invesco Bond Income Plus Limited may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events. The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall. Invesco Bond Income Plus Limited uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.

Important information

If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.

All information as at 30 October 2025 and sourced by Invesco, unless otherwise stated.

This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Views and opinions are based on current market conditions and are subject to change.

For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports. This information is available on the website: invesco.com/uk/en/investment-trusts/invesco-bond-income-plus-limited.html.

Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.

Invesco Bond Income Plus Limited is regulated by the Jersey Financial Services Commission.

The yield shown is expressed as a % per annum of the current NAV of the fund. It is an estimate for the next 12 months, assuming that the fund’s portfolio remains unchanged and there are no defaults or deferrals of coupon payments or capital repayments. The yield is not guaranteed. Nor does it reflect any charges. Investors may be subject to tax on distributions.

Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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