Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

14506

Invesco launches Global Targeted Returns Fund

RELATED TOPICS​

Invesco has launched the Invesco Global Targeted Returns Fund, the first to be managed by its newly formed multi asset investment team based in Henley-on-Thames.

The fund aims to achieve a positive total return through capital growth and income in most market conditions over a three year period.
 
The new strategy has been created by the team led by David Millar, along with fund managers Dave Jubb and Richard Batty. The team takes an unconstrained, conviction-led approach to multi asset investing.
 
The fund dispenses with asset class labels and instead focuses on a three step approach which starts with generating investment ideas from across asset classes and geographies, combining these ideas into a single, diversified portfolio using a robust risk-based fund management framework, and then implementing these investment ideas through Invesco’s trading desks.
 
The managers have together over 60 years markets experience between them, of which 15 years (five years each) has been spent working together in the targeted absolute return field. Alongside them, two further investment specialists complete the team – Georgina Taylor, product director, and Gwilym Satchell, risk manager – each bring with them expertise in supporting a multi asset investment approach.
 
Sergio Trezzi, head of European retail, says: “A few years ago we identified multi asset solution as key investment strategy to answer long term trends in the market, both as a core solution to broader the diversification of the portfolio. With the launch of Invesco Global Targeted Returns Fund (GTR) we offer to the market the opportunity to combine diversification and risk control with the aim of delivering positive returns in the long term.”
 
David Millar, head of multi asset investment at Invesco, said: “Being provided with the opportunity to bring our multi asset experience to a truly global firm such as Invesco, and sit amongst some of the best, like-minded, long-term fundamental thinkers is a privilege. As a team we believe that the way to achieve true diversification is to break away from the constraint of asset class labels and bring good investment ideas, which cross asset classes and geographies, together into a single diversified portfolio. This strategy, combined with the fact that we can draw on the immense intellectual capital of Invesco investment team gives us the ability to create something market leading.”

Latest News

Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15..
New analysis by London-based Nickel Digital Asset Management reveals 38 listed companies with a combined..
Bloomberg has announced that for the first time, its proprietary Bloomberg Second Measure (BSM) transaction..

Related Articles

Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
UK map
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be worth billions of pounds in the coming years...
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by