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Invesco Global Targeted Returns Select Z Acc

Rang 494 von 549 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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

Gwilym Satchell

Based in Henley-on Thames, Gwilym Satchell joined Invesco Asset Management 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.

Anlageziel

The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period.What is more, Fund targets a gross return of 5% p.a. above 3 month EURIBOR and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.Each idea is selected based on a 2-3 year investment horizon from across economic areas and from different asset types including, but not limited to equities, credit, interest rates, currencies, commodities excluding agricultural commodities, inflation, real estate and/or volatility.

Performance

Aktien - Global über : 30.04.2017 - 30.04.2018
  • Rangfolge 494/549 Gesamtertrag
  • Rangfolge 2/549 Standardabweichung
  • Rangfolge 16/549 Maximaler Verlust
Fondsname Currency Risiko
1 Russell Investments Alpha A Euro Hgd Roll-Up

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

1,5

2 Invesco Global Targeted Returns Select Z Acc EUR

2,0

3 Allianz Structured Alpha 250 - I3 - EUR EUR

2,4

4 M.M.Warburg Structured Equity Invest A EUR

2,7

5 DWS TRC Top Dividende EUR

3,9

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -0,6%
2017 0,4% 1,3% 0,8% -1,4% -0,2%
2016 2,0% 0,2% -0,1% 1,5% 0,4%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Finnland
  4. Frankreich
  5. Deutschland
  6. Luxemburg
  7. Norwegen
  8. Spanien
  9. Schweden
  10. Schweiz

Information über den Fonds

  • Starttermin27.11.2015
  • Größe der Anteilsklasse01Mn
  • BasiswährungEUR
  • ISIN LU1286706707

Kaufinformation

  • Mindestanlage (initial)1.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,70%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)