UPDATE: This trust took over Franklin Global in early 2026.
Invesco Global Equity Income (IGET) was launched in 2006 and had four separate share classes for much of its existence, allowing shareholders to switch strategies without incurring costs or suffering CGT. In 2024, shareholders approved a move to consolidate its multiple classes and its £200m of assets into its Global Equity Income strategy, which has been managed by Stephen Anness since 2020. A new enhanced dividend policy based on 4% of year-end NAV was adopted along with five-yearly continuation votes and a revised discount control...
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UPDATE: Bluefield Solar Income was acquired by Drax for 92.6p per share in July 2026.
Bluefield Solar Income (BSIF) was the second renewable trust to join the London market when it was launched in 2013 and has one of the best long-term performance records with a NAV return of just over 9% a year over the last decade. It owns around 4% of the UK's utility-scale solar capacity but in the last few years, it has diversified a little into onshore wind and developing co-located solar and battery storage projects. Since BSIF began to trade at a discount to NAV in 2022 it has tried various measures t...
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UPDATE: A revised version of this profile was published in June 2026, after the trust changed its management firm and its name to Artemis UK Future Leaders (AFL).
Invesco Perpetual UK Smaller Companies (ticker: IPU) was launched in 1988 and has been run by Invesco since 1994. Jonathan Brown has managed the portfolio since 2010, initially working for a few years as a co-manager alongside Richard Smith. This trust holds around 70-80 stocks with a growth bias and currently uses a barbell approach to provide a balance of cyclical and more economically defensive positions. In 2015, IPU switched to...
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Invesco Bond Income Plus (ticker: BIPS) was created from the 2021 merger of City Merchants High Yield and Invesco Enhanced Income but through the former, it can trace its roots back to 1991. That makes BIPS by far the oldest debt trust and one of only a handful that predates the global financial crisis. It invests in high-yielding fixed-interest securities and other debt instruments, primarily in the UK and Europe. It aims to hold the majority of the positions it buys until they mature and the average maturity of its portfolio is roughly five years. BIPS has total assets of around £340m spread...
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UPDATE: A revised version of this profile was published in May 2026.
Invesco Asia (ticker: IAT) was launched in 1995 as one of two trusts created to follow on from Drayton Far Eastern. Invesco Asia focuses on Asian Pacific equities including Australia but excluding Japan. After a difficult first decade, management of the trust was moved from Hong Kong to Invesco's Henley office with Stuart Parks appointed as the new lead manager in 2004. Parks reshaped the portfolio and the trust has outperformed its benchmark since then. Ian Hargreaves was appointed as a co-manager alongside Parks in 2012 an...
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