Invesco Global Targeted Returns Fund (UK) Y (Acc)
A Select 50 Fund - Fidelity insight
Category Macro Trading GBP
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
Prices updated as at 17 Sep 2021
Prices in GBX
The Fund aims to deliver a gross income of 3.5% per annum above UK 3 month LIBOR (before the deduction of corporation tax), whilst aiming to preserve capital in all market conditions over a rolling 3 year period. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. There is no guarantee that the Fund will achieve these aims and an investor may not get back the amount invested, as capital is at risk. The Fund seeks to achieve its objective by using a range of investment strategies and techniques to invest actively in a broad selection of asset classes across all economic sectors worldwide.
Important documents: Please ensure that you have read the Key information document, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Fidelity insight
- Charges & documents
- Risk & rating
|Fund type||Open Ended Investment Company|
|Fund manager||Sebastian Mackay, Richard Batty, Gwilym Satchell, Georgina Taylor, David Millar|
|Fund comparative index||LIBOR 3 Month GBP + 5%|
|Targeted Absolute Return|
|Macro Trading GBP|
|Fund provider||Invesco Fund Managers Limited|
|Share class launch date||31 Mar 2014|
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.