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Invesco Global Targeted Returns Select Z Acc

Ranked 2922 out of 3156 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Richard Batty

Based in Henley-on Thames, Richard Batty joined Invesco Perpetual in March 2013, and serves as a fund manager within the multi asset team. Previously, he had worked at Standard Life Investments since 2003 where he was the global investment strategist in their strategy team which is now part of Standard Life's multi asset investment team, gaining additional responsibilities for global tactical asset allocation in 2012. Prior to joining Standard Life Investments, he began his investment career at James Capel/HSBC as an equity strategist in 1995. In 1994, he was awarded a PhD in Financial Economics from Brunel University, where he was a part-time research assistant and taught both graduate and undergraduate students.

David Jubb

Based in Henley-on Thames, David Jubb joined Invesco Perpetual in March 2013, and serves as a fund manager within the multi asset team. Prior to this, he worked at Standard Life Investments where he was an investment director within their multi asset investment team, and was one of the fund managers within the firm’s global absolute return investment team. Jubb joined Standard Life Group in 1982 as a computer programmer and after a period in the actuarial department of Standard Life Canada he joined Standard Life Investments where he held a position as a fixed income fund manager and strategist before joining their multi asset investment team in 2006. Jubb graduated from St Andrews University in 1982 with a BSc (Hons) in Mathematics and is a Fellow of the Institute and Faculty of Actuaries.

David Millar

Objective

The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period.What is more, Fund targets a gross return of 5% p.a. above 3 month EURIBOR and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.Each idea is selected based on a 2-3 year investment horizon from across economic areas and from different asset types including, but not limited to equities, credit, interest rates, currencies, commodities excluding agricultural commodities, inflation, real estate and/or volatility.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 30/06/2016 - 30/06/2017
  • Rank 2922/3156 Total Return
  • Rank 2098/3156 Standard Deviation
  • Rank 2831/3156 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 7.5%
2016 -1.0% 5.1% -2.6% 2.7% -5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date27/11/2015
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU1286706707

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).