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Invesco Real Return (EUR) Bond A Acc GBP Hgd

Ranked 1 out of 1 in - Euro Inflation Linked over 3 months
All calculations are in GBP unless stated

Managed by

Luke Greenwood

Luke Greenwood is a senior portfolio manager at Invesco Asset Management based in London. He joined the firm in 2000 and prior to this he worked for State Street. He currently deals in European, UK and global bonds. Luke graduated from City University London and Cass Business School with an Executive MBA and is a qualified IAQ/IMC.

Lyndon Man

CFA charter holder Lyndon Man graduated from Oxford University. Currently he is a portfolio manager at Invesco Asset management based in London and manages a number of funds for the firm dealing in global, Euro and UK bonds, using an active investment style.

Objective

The Fund aims to achieve a real return in EUR (i.e. a return above inflation) over a market cycle. The Fund seeks to achieve its objective by gaining exposure to at least 50% of its NAV in inflation-linked bonds and other inflation-linked debt instruments, issued globally.

Showing fund performance in United Kingdom View performance globally

Performance

Euro Inflation Linked over : 30/01/2018 - 30/04/2018
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown
Fund Name Currency Return
1 Invesco Real Return (EUR) Bond A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4%

Fund Name Currency Risk
1 Invesco Real Return (EUR) Bond A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1

Fund Name Currency Loss
1 Invesco Real Return (EUR) Bond A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date22/11/2017
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU1701702299
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment600,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Fixed income veteran retires from Invesco

David Taylor has retired from Invesco after 18 years as a manager in the group’s fixed income team.

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