Stan Life/Invesco Perp Gbl Tgt Rtn 4 Pen

Category Macro Trading GBP


Last buy/sell price

90.226p

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Fund Code

BYYCDB1

GB00BFCNL423

Prices updated as at 08 Mar 2024
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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 SONIA. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. 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.

Fund statusOpen
Fund typeInsured
Fund manager
100.62
90.22
Fund comparative index3 Months SONIA +5% GBP
Targeted Absolute Return
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0.82
0.00
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Macro Trading GBP
No
Fund providerStandard Life Assurance Ltd
Share class launch date23 Feb 2016
£64.09m
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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.