Invesco Global Equity Income Trust plc (IGET.L)

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The chart shows the growth of an initial investment of £10,000 in Invesco Global Equity Income Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco Global Equity Income Trust plc (IGET.L) has returned -6.73% so far this year and 5.53% over the past 12 months. Over the last ten years, IGET.L has returned 8.09% per year, falling short of the S&P 500 Index benchmark, which averaged 12.98% annually.

Based on dividend-adjusted daily data since Nov 23, 2006, IGET.L's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, your investment would double in approximately 9.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +16.1%, while the worst month was Mar 2020 at -24.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, IGET.L closed higher 28% of trading days. The best single day was Apr 8, 2025 with a return of +9.9%, while the worst single day was Oct 10, 2008 at -7.7%.

Invesco Global Equity Income Trust plc has an annualized alpha of 6.08%, beta of 0.13, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since November 24, 2006.

• This stock participated in 80.90% of S&P 500 Index downside but only 70.25% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.13 may look defensive, but with R² of 0.03 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.03 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IGET.L ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Invesco Global Equity Income Trust plc (IGET.L) and compare them to a chosen benchmark (S&P 500 Index).

Invesco Global Equity Income Trust plc provided a 0.04% dividend yield over the last twelve months, with an annual payout of £0.13 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for Invesco Global Equity Income Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco Global Equity Income Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco Global Equity Income Trust plc was 37.04%, occurring on Oct 27, 2008. Recovery took 343 trading sessions.

The current Invesco Global Equity Income Trust plc drawdown is 11.51%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Invesco Global Equity Income Trust plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Invesco Global Equity Income Trust plc is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.