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INVESCO Perpetual Enhanced Income IPE

Closed-end funds and OEICs
Tymeric
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INVESCO Perpetual Enhanced Income IPE

#134090

Postby Tymeric » April 23rd, 2018, 11:56 am

IPE seems to have taken a hit based on the RNS this morning...

http://www.moneyam.com/action/news/show ... id=5942034

One assumes the investment case is still ok.... and the premium has just about gone...anyone else thinking of buying...or am I missing something..?

tieresias
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Re: INVESCO Perpetual Enhanced Income IPE

#134257

Postby tieresias » April 23rd, 2018, 9:22 pm

Yes, I'm thinking of buying. I'm no expert but to maintain my overall asset allocation I need more fixed income and IPE came up on the radar.

I added them to a "thought list" over the weekend, but didn't actually get around to implementing the purchase today as I had planned to.

However, this announcement has made me think again. In the end, an investment trust is only as good as its manager and board.

monabri
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Re: INVESCO Perpetual Enhanced Income IPE

#134283

Postby monabri » April 23rd, 2018, 11:41 pm

Isn't there still a large premium on IPE?

http://www.hl.co.uk/shares/shares-searc ... -ld-ord-5p

And be aware of

http://www.londonstockexchange.com/exch ... 99900.html

"The Company's portfolio will be invested to achieve a high level of income whilst seeking to maximise total return through investing in a diversified portfolio of high yielding corporate and Government bonds."

ermintrade
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Re: INVESCO Perpetual Enhanced Income IPE

#134477

Postby ermintrade » April 24th, 2018, 4:22 pm

As of today, the premium is 3.2%, down from about 8% a week or so ago.
The FE risk score is 55, the lowest of all the bond ITs ( compared to 100 for the FTSE 100).
It seems to me that new managers will probably do as well as the previous ones did.
So my conclusion is, if you want an income portfolio, or a balanced portfolio, now is a reasonable time to buy IPE.
Regards
ermintrade

Tymeric
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Re: INVESCO Perpetual Enhanced Income IPE

#134511

Postby Tymeric » April 24th, 2018, 6:14 pm

if you want an income portfolio, or a balanced portfolio, now is a reasonable time to buy IPE

I did buy some yesterday for 75p...which I'm fairly happy about...only time will tell.

HL seem to be behind the curve when it comes to updated info on IT's

Wmnr
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Re: INVESCO Perpetual Enhanced Income IPE

#148396

Postby Wmnr » June 27th, 2018, 3:42 pm



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