Invesco Tactical Bond is the most flexible fund in Invesco’s fixed income range. It is designed to capitalise on all the resources within the team and invest across the whole fixed-income opportunity set. The managers use an active style whereby risk can be continually adjusted according to market conditions and the level of return on offer.
The two lead managers of the Invesco Tactical Bond fund are Stuart Edwards and Julien Eberhardt. Stuart started his investment career in 1997 at Standard & Poor’s as an economist, and in 2003 he joined Invesco. He became a fixed income strategist for the company’s Henley fixed interest team in 2006, and he has been a fund manager since 2010. Stuart holds a BSc in Business Economics with Computing from the University of Surrey and an MSc in Finance from Birkbeck College, University of London.
Julien is a senior credit analyst and fund manager. He started his investment career in 2005 as an analyst at Moody’s and joined Invesco in 2008 as a credit analyst. Julien became a fund manager in 2014 and manages several credit and total return portfolios. He holds a master’s degree in finance from the University of Montpellier, École Supérieure de Commerce de Montpellier (France), and is a CFA charterholder.
Invesco Tactical Bond provides investors with a truly differentiated approach to most strategic bond funds. It benefits from investing in a very wide opportunity set, and by taking the best ideas from across Invesco’s team, which has helped drive strong performance.
£897.8m
Hold
No
3.5
0.70%
0.70%
Acc and Inc
3.47%
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
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This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
