Invesco Perpetual (IP) Select Trust has an unusual structure, which is almost unique in the investment trust universe. It has four different share classes which shareholders can periodically (every 3 months) convert between without crystallising a taxable event. In practical terms, this means that any capital gains can be rolled up, whilst enabling investors to change the risk profile of their investment over time. In this way, and used accordingly, IP Select Trust and its four underlying share ....
15 Jan 2019
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Invesco Select Trust PLC UK EquityGBP (IVPU:LON) | 161 0 0.0% | Mkt Cap: 107.2m
- Published:
15 Jan 2019 -
Author:
Kepler Partners Research Team -
Pages:
3
Invesco Perpetual (IP) Select Trust has an unusual structure, which is almost unique in the investment trust universe. It has four different share classes which shareholders can periodically (every 3 months) convert between without crystallising a taxable event. In practical terms, this means that any capital gains can be rolled up, whilst enabling investors to change the risk profile of their investment over time. In this way, and used accordingly, IP Select Trust and its four underlying share ....