Invesco Perpetual Global Targeted Returns - Bronze

FUND RESEARCH UPDATE: New Rating of Bronze

Randal Goldsmith 19 May, 2016 | 6:30AM

Following a recent Morningstar Analyst Ratings meeting, we have initiated coverage of the Invesco Perpetual Global Targeted Returns fund with a Morningstar Analyst Rating™ of Bronze. This benchmark-unconstrained fund is able to use the full range of liquid assets and sophisticated derivatives strategies to meet its target cash plus 5% (gross) over three-year rolling periods with less than half the volatility of global equities. The fund was launched in September 2013, and was on course to meet its target as of March 2016. The fund’s management team, which is amongst the m

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Invesco Global Tgtd Rets UK Acc57.11 GBP-0.17

About Author

Randal Goldsmith  is a Manager Research Analyst with Morningstar.

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