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

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


arrow-up0.52p (+0.24%)

Fund Code




Prices updated as at 17 Sep 2021
Prices in GBX

Investment objective
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.

Growth of £1,000 as of 17 Sep 2021, 20:09

Trailing returns (%) as of 17 Sep 2021, 20:09

Annual performance (%)

YearThis fundMacro Trading GBP
30 Jun 10 - 30 Jun 11--
30 Jun 11 - 30 Jun 12--
30 Jun 12 - 30 Jun 13--
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 155.247.39
30 Jun 15 - 30 Jun 162.15-1.32
30 Jun 16 - 30 Jun 175.432.10
30 Jun 17 - 30 Jun 18-1.771.13
30 Jun 18 - 30 Jun 19-1.492.36
30 Jun 19 - 30 Jun 200.10-0.73
30 Jun 20 - 30 Jun 21-1.468.21

Trailing returns (%)

YearThis fundMacro Trading GBP
1 Day0.240.01
1 Month0.58-0.03
3 Months1.080.09
6 Months1.980.74
1 Year0.775.37
3 Years annualised-0.282.63
5 Years annualised-0.082.77
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.