Absolute return funds aim to yield real returns for investors, regardless of whether markets are rising or falling. These funds will appeal to people who are more comfortable with lower levels of risk. Similarly, diversified assets funds will suit people wishing to gain exposure to more diversified assets than a typical managed fund.
The Global Targeted Returns Fund (Invesco) seeks to deliver long-term capital growth with a low tolerance for capital loss. It aims to outperform cash returns. The fund uses a broad range of investment ideas based on advanced derivative techniques to gain exposure to a selection of assets across all economic sectors worldwide.
- The fund invests in the Invesco Global Targeted Returns fund which is managed by Invesco Management S.A.
This fund invests in the BlackRock Strategic Funds ('BSF') Dynamic Diversified Growth Fund, an actively managed fund with a transparent and a well-diversified portfolio.
It seeks to achieve performance from a diversified portfolio of global equities, government and non-government bonds, alternative assets, financial derivatives and cash to provide growth, diversification and protection strategies.
The alternative assets may include commodities, hedge funds & volatility strategies, high yield bonds, investment grade corporate bonds and emerging market equities.
- Actively managed by BlackRock
- Asset class: multi-asset
The Active Asset Allocation Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities, government bonds, property shares, cash and alternative assets. The alternative assets currently may include oil, gold, inflation-linked government bonds, water, soft commodities, industrial metals and corporate bonds. Our investment team assess the asset allocation on a continuous basis.
- Actively managed, diversified unit-linked fund.
- Offers access to the performance of a wide range of asset classes without the large administrative costs incurred dealing directly in the asset classes.
Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF).
BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.