This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X
MM-Cover-Top-140718.jpg
Categories:Investments

Invesco Perpetual - Global Financial Capital Fund

  • Print
  • Comment

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%

Contact: www.invescoperpetual.co.uk

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

The Cost of Advice

Sponsored by Brooks Macdonald

Fund Data

Editor's Pick



Poll

Do you think advisers will benefit from Chancellor George Osborne's guidance guarantee?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments