Invesco Perpetual – Global Financial Capital Fund

Type: Oeic

Aim: Income and growth by investing mainly in bonds issued by banks and other financial institutions, with some exposure to equities and related securities in the financials sector, and in cash/cash equivalents

Minimum investment: Lump sum £500, monthly £20

Investment split: 100% globally in bonds, equities, related securities in the financials sector and cash/cash equivalents

Isa eligible: Yes

Charges: Initial 5%, annual 1.25%

Special offer: Initial charge reduced to 3% for Isa investments including Isa transfers and 3.25% for direct investments

Offer period: Until further notice

Commission: Initial 3%, renewal 0.5%