Invesco Global Targeted Returns (Lux)

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Invesco Asset Management
Portfolio Manager David Millar, Dave Jubb, Richard Batty
Fund Currency EUR
Fund AUM €6.2b
Fund AUM (GBP) £5.5b
Fund AUM as of 31 August 2018
Fund Inception 18 December 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% p.a. above 3 month EURIBOR (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

EURIBOR +5%

Teaser@2x

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