Investment Trusts

Invesco Bond Income Plus Limited

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Invesco Bond Income Plus Limited

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  • Price (GBX)174.50
  • Today's Change0.50 / 0.29%
  • Shares traded325.14k
  • 1 Year change+0.87%
  • Beta0.4066
Data delayed at least 20 minutes, as of Mar 05 2026 14:14 GMT.
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About the company

Invesco Bond Income Plus Limited is a closed-end investment company. The Company’s investment objective is to seek to obtain capital growth and high income from investment, predominantly in high-yielding fixed-interest securities. The Company is focused on providing a high level of dividend income relative to prevailing interest rates mainly through investment in bonds and other fixed-interest securities. The Company also invests in equities and other equity-like instruments consistent with the overall objective. The Company invests in a range of sectors, including financials, consumer services, government bonds, industrials, healthcare, oil and gas, telecommunications, utilities, basic materials and consumer goods. Invesco Fund Managers Limited acts as the alternative investment fund manager of the Company.

  • Revenue in GBP (TTM)31.85m
  • Net income in GBP26.68m
  • Incorporated2011
  • Employees0.00
  • Location
    Invesco Bond Income Plus Limited1331 Spring Street NW, Suite 2500ATLANTA 30309United StatesUSA
  • Phone+44 (153) 482-5200
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Profile

Management group(s)Invesco Fund Managers Limited
AIC sectorDebt - Loans & Bonds
ISINJE00B6RMDP68
Launch date31 May 1991
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To provide a high level of dividend income relative to prevailing interest rates mainly through investment in bonds and other fixed-interest securities. The Company also invests in equities and other equity-like instruments consistent with the Investment Objective.

Managed by

Rhys Davies, Edward Craven

Management & contract fees

An annual amount equal to 0.65% of the total assets less current liabilities. The agreement is terminable on 3 months prior written notice, or earlier in the event of a material breach or insolvency of either party.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Aberdeen Asian Income Fund Ltd24.04m17.05m416.15m0.0026.011.19--17.310.11230.11230.15952.460.0587--4.69--4.165.194.545.6390.6190.1670.9476.43--11.130.080477.24157.01-2.15291.26-2.93--9.30
Gresham House Energy Storage Fund PLC-489.29k-8.27m421.68m24.00--0.688-----0.0145-0.0145-0.00091.08-0.0008-----20,387.08-1.343.14-1.343.15--78.74--70.83----0.00127.55-7.04---5.25-----52.40
Chrysalis Investments Ltd136.18m120.47m427.88m0.003.930.5138--3.140.22430.22430.24971.720.1523--25.24--13.47-1.4813.49-1.5496.51-93.7988.46-102.63--32.580.075--199.72-7.12207.17-5.57----
Jpmorgan Uk Small Cap Growth & IncomePLC3.68m-3.02m429.13m0.00--0.946--116.49-0.0116-0.01160.02743.630.0066--0.9725---0.54297.53-0.60948.26-57.4988.66-81.8986.77----0.0033.42-96.48-18.30-103.03----22.29
Pacific Assets Trust plc-20.87m-25.18m441.05m0.00--0.9779-----0.2108-0.2108-0.1743.95-0.0413-------4.987.69-5.007.72--90.68--76.44----0.0010.611,039.4424.44839.5027.22----
IP Group Plc70.00m-140.10m445.25m69.00--0.5164--6.36-0.1426-0.14260.07190.9760.0595--9.401,014,493.00-11.91-1.21-11.97-1.23-----200.14-11.25--0.29730.1405--1,512.25---18.69------
Invesco Bond Income Plus Ltd31.85m26.68m447.71m0.0013.191.02--14.060.13190.13190.15711.700.0796--28.67--6.672.657.643.5892.8586.0883.7774.66--20.120.1097180.89-13.994.84-16.463.06--3.17
Foresight Group Holdings Ltd162.32m38.98m448.02m411.0011.825.139.882.760.3320.3321.380.76560.9769--5.20394,931.9023.4621.1134.1729.7593.5894.5324.0221.69----0.174782.358.9621.8825.7738.59-16.56--
Invesco Global Equity Income Trust PLC22.20m19.89m448.80m0.0012.451.02--20.220.29560.29560.34133.600.0926--46.98--8.299.258.379.8593.7894.2289.5990.05----0.0032.39-20.46---18.93----12.17
Bluefield Solar Income Fund Ltd-25.95m-28.47m455.90m0.00--0.6606-----0.0481-0.0481-0.04361.17-0.0352-------3.875.89-3.875.89------------0.0065.76-250.14---196.54----2.45
Nippon Active Value Fund PLC60.88m53.83m459.62m0.008.291.15--7.550.28460.28460.32192.050.1658--30.90--14.66--14.75--94.83--88.42----34.450.0097--4.43--2.03------
Pollen Street Group Ltd127.94m53.95m460.32m91.008.770.74258.123.600.880.882.0910.400.1629--6.671,487,721.006.874.547.315.11----42.1742.05--5.200.2651--14.8213.5624.189.71----
Blackrock Throgmorton Trust PLC-39.43m-41.11m461.46m0.00--0.9425-----0.4832-0.4832-0.46036.53-0.067-------6.991.46-7.151.49--63.46--59.00----0.00123.29987.95-1.47648.11-1.14--12.03
North American Income Trust PLC45.45m38.87m464.67m0.0013.401.10--10.220.30230.30230.36523.680.0933--42.08--7.988.148.028.2392.2591.2485.5284.40----0.079339.216,376.1125.591,089.2530.18--5.13
Foresight Environmental Infrstrctr15.39m7.24m465.01m0.0064.370.7126--30.220.01160.01160.02411.050.0224------1.057.961.057.9958.7688.5847.0486.31----0.0077.98255.68--79.66----3.21
North Atlntc Smlr Cmpns Invtmnt Trst PLC33.64m22.93m475.17m0.0021.200.6491--14.130.17310.17310.25555.650.0453--3.25--3.094.113.104.1372.0479.5268.1575.70----0.0016.11369.86-13.781,851.58-15.77--24.01
Data as of Mar 05 2026. Currency figures normalised to Invesco Bond Income Plus Limited's reporting currency: UK Pound GBX

Institutional shareholders

28.98%Per cent of shares held by top holders
HolderShares% Held
Invesco Asset Management Ltd.as of 28 Feb 202517.54m7.28%
Hargreaves Lansdown Fund Managers Ltd.as of 02 Jan 202615.05m6.25%
Redmayne-Bentley LLPas of 28 Feb 202510.56m4.39%
Raymond James Wealth Management Ltd. (Investment Management)as of 28 Feb 202510.18m4.23%
EFG Private Bank Ltd.as of 28 Feb 20195.23m2.17%
Brewin Dolphin Ltd.as of 28 Feb 20193.51m1.46%
Consistent Unit Trust Management Co. Ltd.as of 02 Jan 20262.15m0.89%
HSBC Global Asset Management (UK) Ltd.as of 02 Jan 20262.12m0.88%
Capital International Ltd.as of 02 Jan 20261.85m0.77%
J. M. Finn & Co. Ltd.as of 02 Jan 20261.62m0.67%
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Data from 31 Jul 2025 - 25 Feb 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
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