Pool provides true multi-asset diversification
TORONTO, June 1, 2016 /CNW/ - For nearly a decade, historically low interest rates have dampened global market volatility and inflated asset prices; however, with the turn in the interest-rate cycle and divergent monetary policy globally, volatility has returned and uncertainty has become a dominant investment theme.
For investors, it is unclear how to address these fundamental challenges while managing risk and realizing positive returns over the long term.
With these goals in mind, Invesco Canada today announced the launch of Invesco Global Targeted Returns Pool, Series F (the "Pool"), which is available for sale to individuals who qualify as accredited investors.1
The Pool focuses on achieving a positive total return, through capital growth and income in all market conditions over a rolling three-year period, and aims to achieve this with less than half the volatility of global equities, over the same rolling three-year period.2
To achieve this, the investment team dispenses with asset-class labels and instead focuses on a robust three-step approach to create a truly diversified portfolio. It starts with selecting and approving investment ideas from across asset classes and geographies. These ideas are then combined into a single, highly diversified portfolio using a robust, risk-based fund-management framework before being implemented through Invesco's global trading desks.
The strategy was first launched in 2013 and currently has over US$13 billion in assets under management.3 It is led by David Millar, Head of Invesco Multi Asset, and Portfolio Managers Dave Jubb and Richard Batty, each with over 20 years of investment experience. The team operates out of the Invesco Perpetual office in Henley-on-Thames, U.K.
"We believe that the only way to achieve true diversification is to break away from the focus on asset-class constraints," says Millar. "We're targeting a positive return in line with risk-asset returns over the long term for our clients, but, more important, we're aiming to deliver that return with less than half of the volatility of global equities."
1 |
The Pool invests substantially all of its assets in Invesco Global Targeted Returns Fund, a Luxembourg-registered SICAV with UCIT status. |
2 |
There is no guarantee this return or volatility target will be achieved. |
3 |
Represents worldwide assets of all vehicles of the strategy, as at March 31, 2016. |
For more information, please visit invesco.ca. You can also connect with Invesco Canada on Twitter (@InvescoCanada), LinkedIn or Facebook.
About Invesco Canada Ltd.
Invesco Canada Ltd., operating under three distinct yet complementary product brands (Trimark, Invesco and PowerShares), is one of Canada's leading investment management companies. A subsidiary of Invesco Ltd., Invesco Canada's singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. Additional information is available at invesco.ca.
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at invesco.com.
Management fees, expenses and fees payable to your financial advisor or dealer may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the offering memorandum before investing. Copies are available from your advisor or Invesco Canada Ltd.
Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence.
© Invesco Canada Ltd., 2016
SOURCE Invesco Canada Ltd.
Aysha Mawani, Vice President, Corporate Affairs, Tel: 416.324.7712, [email protected]
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