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Invesco Perpetual Global Targeted Returns Acc

Ranked 6 out of 23 in - Multi Strategy over 12 months
All calculations are in GBP 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. The Fund targets a gross return of 5% per annum above UK 3 month LIBOR (or an equivalent reference rate) and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. There is no guarantee that the Fund will achieve a positive return or its target, and an investor may not get back the full amount invested.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2015 - 30/04/2016
  • Rank 6/23 Total Return
  • Rank 1/23 Standard Deviation
  • Rank 1/23 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.9%
2015 1.0% 1.7% -1.7% 0.9% 0.1%
2014 7.8% 2.6% 0.6% 1.1% 3.4%
2013 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/09/2013
  • Share Class size5,396Mn
  • Base currencyGBP
  • ISIN GB00B8CHCY21

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management0.00%
  • Initial investment5

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Invesco Perpetual's David Millar: why volatility is the new defensive

Invesco Perpetual's multi-asset chief explains why volatility could be the best form of protection for investors.

Invesco appoints UBS director to multi asset team

Invesco Perpetual has recruited UBS Global Investment Solutions director Danielle Singer (pictured) to work on David Millar’s multi-asset team in New York.

Invesco’s Gars rival nears £200 million

Flows into the absolute return fund launched by Invesco Perpetual in September have gathered pace over the past month.

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