Invesco Global Fincl Cptl UK Z Inc

Fund

Fund Info

  • Yield History5.28%
  • 3 Year sharpe0.95
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • SectorSpecialist
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00B8N45L07

Investment Strategy

The Fund aims to achieve a combination of income and capital growth over the medium to long term. The Fund seeks to achieve its objective by investing primarily in capital instruments issued by banks and financial institutions globally. Capital instruments include debt securities (including sub-investment grade and unrated bonds), equity and equity related securities. The Fund may also invest in cash, cash equivalents, money market instruments, collective investment schemes, government debt securities and other transferable securities.