Invesco Global Targeted Inc UK Z Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.25%
  • 3 Year sharpe-0.21
  • 3 Year alpha-2.57
  • Distribution Typeincome
  • BenchmarkICE LIBOR 3 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorTargeted Absolute Return
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00BZB27M05

Investment Strategy

The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period. The Fund targets a gross return of 5% per annum above UK 3 month LIBOR. 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 a positive return or these targets and an investor may not get back the amount invested. The Fund seeks to achieve its objective by using a range of investment strategies and techniques to invest actively in a broad selection of asset classes across all economic sectors worldwide. These asset classes may include equities, equity related securities, debt securities (including those issued by corporate bodies, governments and/or supranational institutions), warrants, cash and money-market instruments.

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