Invesco Global Financial Capital Fund UK

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Invesco Global Financial Capital Fund (UK) Z (Acc)

Category Other Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

515.67p

arrow-up0.34p (+0.07%)

Fund Code

INGFA

B8N45K9

GB00B8N45K99

Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund invests at least 80% of its assets in capital instruments which include debt securities (including non-investment grade, unrated and contingent convertible bonds), shares and other equity related securities issued by banks and other financial institutions globally. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities, money-market instruments, collective investment schemes (including funds managed by the Invesco group), government debt securities, deposits and cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundOther Allocation
31 Mar 14 - 31 Mar 157.18-
31 Mar 15 - 31 Mar 16-4.03-
31 Mar 16 - 31 Mar 1713.39-
31 Mar 17 - 31 Mar 1810.86-
31 Mar 18 - 31 Mar 19-5.43-
31 Mar 19 - 31 Mar 20-16.21-
31 Mar 20 - 31 Mar 2135.44-
31 Mar 21 - 31 Mar 228.31-
31 Mar 22 - 31 Mar 230.84-
31 Mar 23 - 31 Mar 2421.19-
31 Mar 24 - 31 Mar 2510.05-

Trailing returns (%)

YearThis fundOther Allocation
1 Day0.07-
1 Month0.50-
3 Months2.00-
6 Months4.88-
1 Year10.13-
3 Years annualised11.37-
5 Years annualised13.50-
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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