Invesco Global Tgtd Rets UK Y Acc


Fund Info

  • Yield History1.08%
  • 3 Year sharpe-0.19
  • 3 Year alpha-6.81
  • Distribution Typeaccumulation
  • BenchmarkMSCI World 100% Hdg NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • SectorTargeted Absolute Return
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00BJ04HL49

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 (or an equivalent reference rate) and 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 its target and an investor may not get back the full 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.