Introducing the Invesco Perpetual Tactical Bond fund
The Invesco Perpetual Tactical Bond fund will be managed by the award-winning team of Paul Causer and Paul Read, who have more than 50 years combined investment experience and a strong track record of delivering returns to their investors.
Together they have co-managed the £5.5bn Invesco Perpetual Corporate Bond fund since 1995 - over the past five years alone the portfolio has achieved a 27% return for its investors. Over the same period, the average corporate bond fund has delivered just 12%.*
What are the Fund's investment objectives and investment policy?
The Fund aims to maximise total return primarily through a flexible allocation to fixed interest securities and cash. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.
Key Features of Fund:
-
With no yield target, the fund managers have complete freedom to pursue tactical opportunities across the entire spectrum of fixed interest securities including cash.
-
This flexibility enables them to adapt to changing market conditions and significantly alter the composition of the fund.
-
Offers opportunistic mindset towards investment selection. As conditions dictate, the fund can adopt cash, or near cash
-
Launch date 01/02/2010
What is the profile of a typical investor?
The fund is designed for retail clients with an investment horizon of at least five to ten years.
What risks are associated with the fund?
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. Over time, inflation may erode the value of investments.
Charges
-
Initial charge 5%
-
Clients investing through Chartwell can benefit from a market leading - 5% discount on the initial charge and Cashback
-
Annual Management Charge 1.25%
Available through Chartwell in ISA or Investment Fund
*Source: thissimoney.co.uk
You can invest in the Invesco Perpetual Tactical Bond through Chartwell Direct with a 0% initial charge. You can invest by logging in to your accounts online or by downloading an application form
If you have any queries please contact our Investment Helpdesk on 0117 9170777 or by email on direct@chartwell.co.uk.