Invesco Perpetual Global Targeted Income

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Invesco Asset Management
Portfolio Manager Sebastian Mackay, Gwilym Satchell, Richard Batty
Fund Currency GBP
Fund AUM £135.7m
Fund AUM as of 31 July 2018
Fund Inception 30 November 2016
Fund Indices AH Macro UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

The Fund targets a gross income of 3.5% above UK 3M LIBOR each calendar year, paid out monthly. The Fund aims to achieve this whilst preserving capital and limiting volatility to half that of global equities over a rolling three-year period.

Reference Index

UK 3M LIBOR

Teaser@2x

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