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Invesco looks to beat S&P 500

Invesco Perpetual is introducing a US equity benchmark plus fund which aims to beat the S&P 500 index by 2.5 per cent over a full market cycle.

The fund, due for launch on July 9, will be managed by the global structured products team using a quantitative investment model which adopts a 4 per cent tracking error a year.

Head of product management Alistair Campbell says: “This gives investors exposure to the world’s biggest market, efficient stock trading and the potential to achieve targeted returns.

“This specific target and the adoption of the tracking error enables the team to leverage the value in certain stocks in the index to potentially maximise investor returns.”

The offer period runs from June 25 until July 6 at a fixed price. Investors also qualify for up to a 5 per cent discount on the initial charge.


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