Invesco Global Targeted Returns

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Invesco Asset Management
Portfolio Manager David Millar, Dave Jubb, Richard Batty
Fund Currency GBP
Fund AUM £11.2b
Fund AUM as of 30 June 2019
Fund Inception 09 September 2013
Fund Indices AH Macro UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

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.

Reference Index

LIBOR +5%

Teaser@2x

Register for free to access the full profile

Register (free)
Absolute Hedge Gold Award Winner 2014 Macro