Invesco Global Equity Market Neutral

Investment Objective

The Fund aims to achieve a positive total return over a market cycle with a very low correlation to global equities. The Fund seeks to achieve its objective via a long/short market neutral allocation to global equities. Long positions may be taken directly or through the use of financial derivative instruments. Short exposure will always be taken via the use of financial derivative instruments. The Investment Adviser will target an allocation of 150% long and 150% short of the Fund’s net asset value, however, this may deviate from the target based on market conditions. The Fund may also invest in cash, cash equivalents, money market instruments, short term debt securities and any other eligible transferable securities.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.3 0.6 0.6 0.7 0.7 0.8 0.6 0.3 0.9 1.0 0.4 0.8 1.0
2018 0.9 0.8 0.3 0.1 0.2 0.9 0.1 0.0 0.4 0.9 0.7 0.0 0.1

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