Invesco Global Financial Capital Fund UK

Select share classes

Invesco Global Financial Capital Fund (UK) Y (Acc)

Category Other Allocation


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

369.12p

arrow-down-0.30p (-0.08%)

Fund Code

IGFYA

BJ04H70

GB00BJ04H709

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund invests at least 80% of its assets in capital instruments which include debt securities (including non-investment grade, unrated and contingent convertible bonds), shares and other equity related securities issued by banks and other financial institutions globally. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities, money-market instruments, collective investment schemes (including funds managed by the Invesco group), government debt securities, deposits and cash.

Annual charges

Product charges
0.72
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 15 Apr 2024pdf
Key Information Document / Technical Guide 20 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Interim Short Report 31 Oct 2023pdf
Annual Short Report 30 Apr 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.