Invesco Global Equity Market Neutral

Overview

Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor Invesco Asset Management
Portfolio Manager Alexander Uhlmann, Alexander Tavernaro
Fund Currency EUR
Fund AUM €27.9m
Fund AUM (GBP) £24m
Fund AUM as of 29 June 2018
Fund Inception 17 June 2015
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Systematic

Fund Objective

The Fund aims to achieve a positive total return over a market cycle with a very low correlation to global equities. The Fund seeks to achieve its objective via a long/short market neutral allocation to global equities. Long positions may be taken directly or through the use of financial derivative instruments. Short exposure will always be taken via the use of financial derivative instruments. The Investment Adviser will target an allocation of 150% long and 150% short of the Fund’s net asset value, however, this may deviate from the target based on market conditions. The Fund may also invest in cash, cash equivalents, money market instruments, short term debt securities and any other eligible transferable securities.

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