Invesco Global Targeted Inc UK Y Inc

Fund

Fund Info

  • Yield History3.69%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkLIBOR 3 Month GBP + 3.5%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • SectorTargeted Absolute Return
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00BZB27K80

Investment Strategy

The Fund aims to deliver a gross income of 3.5% per annum above UK 3 month LIBOR (before the deduction of corporation tax), whilst aiming to preserve capital in all market conditions over a rolling 3 year period. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. There is no guarantee that the Fund will achieve these aims and an investor may not get back the amount invested, as capital is at risk.

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