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Invesco Global Targeted Income Class Y - Accumulation (GBP)

Sell:209.70p Buy:209.70p Change: 0.96p (0.46%)
Prices as at 22 October 2019
Sell:209.70p
Buy:209.70p
Change: 0.96p (0.46%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 22 October 2019
Sell:209.70p
Buy:209.70p
Change: 0.96p (0.46%)
Prices as at 22 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/10/14 to 22/10/15 22/10/15 to 22/10/16 22/10/16 to 22/10/17 22/10/17 to 22/10/18 22/10/18 to 22/10/19
Annual return n/a n/a n/a -3.87% 2.85%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Invesco is one of the largest investment managers in the UK and they believe there are no short cuts to long-term investment success. They offer a large range of funds across a number of sectors and each follows a clear, disciplined investment process. The company has a particularly strong reputation for their UK equity and fixed interest funds.

Information about the fund

Fund manager biography

Manager Name: Gwilym Satchell
Manager start date: 30 November 2016
Manager located in: TBC

Gwilym Satchell joined the company in March 2013, and serves as a Fund Manager and a Risk Manager for the Multi Asset team. Prior to this, he commenced his career in 2008 at Standard Life Investments, where he was involved in Multi Asset risk management, in particular the development of scenario analysis techniques. In addition, he was responsible for managing a range of liability-driven investment (LDI) funds. He graduated from Warwick University in 2005 with a degree in Computer Science, and gained a Master's degree at the University of Edinburgh Business School in 2008. Gwilym also holds the Professional Risk Manager (PRM) designation which is an independent validation of skills and commitment to the highest standard of professionalism, integrity, and best practices within the risk management profession.

manager photo
Manager Name: Georgina Taylor
Manager start date: 31 May 2018
Manager located in: TBC

Georgina is a Fund Manager within the Henley Investment Centre's Multi Asset team. Georgina joined our company in June 2013 as a Product Director and then went on to become Research Director in 2016. Georgina commenced her career with HSBC in 2001 as an Equity Strategist. She went on to join the Equity Strategy team at Goldman Sachs in 2004 where she wrote global equity and asset allocation research. Georgina gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and multi asset funds. Before joining Invesco Georgina was head of Equity Strategy, EMEA, at State Street Global Markets, producing and presenting on asset allocation and equity research. Georgina holds a BSc (Hons) in Economics from the University of Bath.

Manager Name: Richard Batty
Manager start date: 30 November 2016
Manager located in: TBC

Richard Batty joined the company 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. During this part of his career, Richard became a highly-rated, senior member of its industry renowned Economics and Strategy group. 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.

Manager Name: Sebastian Mackay
Manager start date: 30 November 2016
Manager located in: TBC

Sebastian Mackay joined Invesco in August 2016 and serves as a fund manager for the Multi Asset team. He began his career at Scottish Widows Investment Partnership in 2000, where he was a senior economist for the Fixed Interest team prior to joining the Aggregate Bonds team as an investment director. In 2011, Sebastian moved to Standard Life Investments, where he was an investment director for the Fixed Income team, before joining the Multi-Asset Investing team in 2014. Sebastian holds an MA (Hons) in Economics from the University of Edinburgh and an MSc in Financial Economics from the University of London, School of Oriental and African Studies

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account