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."
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1
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The Pool invests
substantially all of its assets in Invesco Global Targeted Returns
Fund, a Luxembourg-registered SICAV with UCIT status.
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2
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There is no guarantee
this return or volatility target will be achieved.
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3
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Represents worldwide
assets of all vehicles of the strategy, as at March 31,
2016.
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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.