Invesco Global Targeted Returns (UK)

Select share classes
There is only one type of share class for this fund.

Invesco Global Targeted Returns Fund (UK) Y (Acc)

A Select 50 Fund - Fidelity insight
Category Macro Trading GBP



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

217.56p

arrow-up0.23p (+0.11%)

Fund Code

IGTYA

BJ04HL4

GB00BJ04HL49

Prices updated as at 30 Jul 2021
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Prices in GBX

Investment 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. 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 a positive return or these targets and an investor may not get back the amount invested. 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

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSebastian Mackay, Richard Batty, Gwilym Satchell, Georgina Taylor, David Millar
223.15
213.53
Fund comparative indexLIBOR 3 Month GBP + 5%
Targeted Absolute Return
-
0.82
0.44
0.00
Macro Trading GBP
No
Fund providerInvesco Fund Managers Limited
Share class launch date31 Mar 2014
£2.48b
-
1.96
-
Annually
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.

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.