Invesco Global Targeted Returns Fund

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The power of ideas

A single good idea can contribute to investment success. But one investment idea alone cannot create a balanced risk-reward profile. This is why the Invesco Global Targeted Returns Fund seeks to achieve diversification through an optimal blend of investment ideas from any asset class, anywhere in the world.

Fund concept:
What is the idea?

Our objective is to achieve positive returns in all market environments, through investing in a risk-managed blend of promising investment ideas.

Fund concept

Investment strategy: How does the fund invest?

The fund managers carefully select investment ideas and implement them in the portfolio. They can invest in all asset classes and investment instruments to do this, including derivatives. The fund managers evaluate the individual volatility of each investment idea, as well as the impact of each idea on the fund's overall volatility.

Investment strategy

Targeted returns:
What are the risks and opportunities?

Attractive returns with lower risk – the fund targets a gross return of 5%1 per annum above cash with less than half the volatility of global equities, over rolling three-year periods.

Targeted returns

Fund management:
Who is behind it?

The fund is managed by the Invesco Multi Asset team in Henley, UK. The team follows a disciplined investment approach, ensuring that every idea earns its place in the portfolio.

Fund management

Questions about the fund?

Answers to your questions

Like to see the booklet?

Learn more with our educational content.

Like to see the booklet?

Find out more

Like to see a brochure?

Find further details on the fund and some facts and figures.

Download here

Watch our latest videos

David Millar’s introduces “Investing in ideas”:

Get a better understanding:

1 There is no guarantee that the Fund will achieve the gross performance target or the volatility target.