Invesco Global Fincl Cptl UK Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History5.76%
  • 3 Year sharpe-0.15
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkICE BofAML Global Financial Hdg TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • IA SectorSpecialist
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00B8N45L07

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.

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