Invesco Global Targeted Returns Fund (UK) Y (Acc)
A Select 50 Fund - Fidelity insight
Category Alt - Multistrategy
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
Prices updated as at 27 Oct 2020
Prices in GBX
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. These asset classes will include equities, equity related securities, debt securities (including those issued by corporate bodies, governments and/or supranational institutions), warrants, collective investment schemes (including exchange traded funds and funds managed by the Invesco group), cash, money-market instruments and any other eligible instrument.
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, David Jubb, Gwilym Satchell, David Millar|
|Fund comparative index||LIBOR 3 Month GBP + 5%|
|Targeted Absolute Return|
|Alt - Multistrategy|
|Fund provider||Invesco Fund Managers Limited|
|Share class launch date||31 Mar 2014|
|Distribution yield (%)||-|
|Historic yield (%)||1.81|
|Underlying yield (%)||-|
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.