Invesco Global Fincl Cptl UK Y Acc

Fund

Fund Info

  • Yield History5.06%
  • 3 Year sharpe0.84
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.72%
  • SectorSpecialist
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00BJ04H709

Investment Strategy

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 in capital instruments which include debt securities (including non-investment grade, unrated and contingent convertible bonds), shares and other equity related securities issued by banks and other financial institutions globally.