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Invesco launch Wholesale Global Targeted Returns Fund (mFund code: IAL18)

30 June 2017

Invesco launch a new wholesale global fund

Invesco Ltd is a leading global investment firm with assets under management of more than A$1 trillion, a New York Stock Exchange listing, and a market capitalisation of around US$13 billion. As a fully independent firm, all of Invesco’s resources are dedicated to investment management. Rather than being bound by a single ‘house view’, each of the firm’s 13 investment centres worldwide has its own unique methodology for investing.

The Invesco Wholesale Global Targeted Returns Fund seeks to provide returns that behave independently of traditional markets by investing in a broad spread of ideas drawn from a wide range of currencies, sectors, geographies, and asset types.

By targeting capital growth (cash2 plus 5% p.a. before fees) and strictly managing risk (less than half the volatility of global equities), the Fund can help build wealth while aiming to provide a smoother investment journey.

By investing in good ideas, worldwide, the Fund seeks out new opportunities to generate positive returns and improve diversification. The Fund is suitable for investors looking for:

  • capital growth with smoother returns than global equities
  • investment in ideas from a variety of asset types within a single risk-managed portfolio
  • a competitively priced fund with daily liquidity

Learn more about the Invesco Wholesale Global Targeted Returns Fund.

For further information, please view the Product Disclosure Statement or Fund Profile available at the Fund information page.

2as measured by the Bloomberg AusBond Bank Bill Index.