Invesco Global Targeted Returns

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 (or an equivalent reference rate) and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period.

Reference Index

LIBOR +5%

Latest Meeting Note

Fund Update 06 Nov 2020

Effective 30th October 2020, Dave Jubb stepped down as a named Fund Manager on the Invesco Global Targeted Returns product range. David Millar, Richard Batty, Gwilym Satchell and Sebastian Mackay will continue as the fund’s named manager... Read more

Effective 30th October 2020, Dave Jubb stepped down as a named Fund Manager on the Invesco Global Targeted Returns product range. David Millar, Richard Batty, Gwilym Satchell and Sebastian Mackay will continue as the fund’s named managers. There will be no change to the investment objective and investment process of the fund.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.9 0.8 0.5 0.8 0.2 0.3 0.7 0.6 0.1 0.5 0.5 0.7 0.4
2019 0.1 0.5 0.4 0.4 0.0 0.7 0.4 0.7 0.7 0.0 0.9 0.6 0.3

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.