Invesco Monthly Income Plus Fund (UK) (Inc)

Category GBP Allocation 40-60% Equity

Last buy/sell price

93.94p

arrow-up0.21p (+0.22%)

Fund Code

3305133

GB0033051334

Prices updated as at 17 Dec 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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filled

1
2
3
4
5
6
7

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.