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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 - 278 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. It has more than 750 dedicated investment professionals operating in over 20 countries, serving clients in more than 150 countries.*

*Source: Invesco Ltd, 30 June 2014.

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.

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