TAZA

Global Targeted Returns Fund (Invesco)

The Global Targeted Returns Fund (Invesco) seeks to deliver long-term capital growth with a low tolerance for capital loss. It aims to outperform cash returns. The fund uses a broad range of investment ideas based on advanced derivative techniques to gain exposure to a selection of assets across all economic sectors worldwide.

Main features

  • The fund invests in the Invesco Global Targeted Returns fund which is managed by Invesco Management S.A.
  • A currency risk arises as some of the investments held are from outside the Eurozone.
  • Risk rating: 3

Who should invest in the fund?

  • Suitable for investors seeking less volatility relative to a typical equity investment and willing to accept the use of complex investment techniques and instruments.
  • Designed for investors who are comfortable with a medium level of risk.
  • For investors looking for medium-term investment growth.

Find out if this fund is available for your product choice (PDF - 211 KB)

How it works

Invesco’s Multi Asset investment team invests in a combination of traditional assets, other asset types and derivatives to build a highly diversified portfolio

The fund will have a minimum of 5 individual investment ideas from a minimum of 3 different asset types.

The fund aims to achieve a positive total return in all market conditions over a rolling 3 year period.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Invesco?

Invesco is a leading independent global investment manager, committed to helping investors achieve their financial objectives. They have more than 750 dedicated investment professionals operating in over 20 countries*. By delivering the combined power of their distinctive global investment management capabilities, Invesco provides a wide range of investment strategies and products to clients and investors around the world and has over $770 billion in Assets under Management.

*Source: Invesco Ltd, June 2016.

Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF).

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

Get in touch

Call our Financial Planning Team

Arrange a callback from us

Get local advice