Invesco Global Tgtd Rets UK Y Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.81%
  • 3 Year sharpe-0.55
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkLIBOR 3 Month GBP + 5%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA 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. 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 will include equities, equity related securities, debt securities (including those issued by corporate bodies, governments and/or supranational institutions), warrants, collective investment schemes (including exchange traded funds and funds managed by the Invesco group), cash, money-market instruments and any other eligible instrument.

Latest news

Currently there for this fund. Visit our news hub for other news .