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Invesco Perpetual launches US equity benchmark fund

Invesco Perpetual has announced the launch of a US equity benchmark plus fund.

The fund will officially launch on July 9 and will look to beat the S&P 500 Index by 2.5 per cent over a full market cycle.

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

“It will be managed by our global structured products team comprising over 50 professionals from the US and Frankfurt, who will be using a proprietary quantitative investment model adopting a 4 per cent tracking error per annum. This specific target, and the adoption of the tracking error, enables the team to leverage the value in certain stocks within the index to potentially maximise investor returns. ”

The offer period for the fund commences on Monday 25 June until noon on Friday 6 July at a fixed price with up to 5 per cent discount on the initial charge.


Reita signs up three new members

Reita has signed up Derwent London, Jones Lang LaSalle Corporate Finance and Primary Health Properties as members of Reita, the educational and awareness campaign behind the website. Derwent London invests mainly in the West End but also in those newly improving locations where it perceives future value.Jones Lang LaSalle Corporate Finance advises on the […]

Lighthouse service matches client risk

Lighthouse has set up a client risk matching initiative for its advisers, using a psychometric fact-find developed by Distribution Technology. It is designed to allocate clients’ assets and will link directly to the underlying funds offered through F&C Asset Management’s lifestyle fund of funds.

The heat is on for Milburn

Royal Liver’s IFA market manager Andy Milburn was testing his new outdoor heater and all was going well until, all the kindling had all gone and he had drank a few beers so he shoved a log in.The whole thing went up in flames, as did poor Andy’s shirt, prompting his wife to pour a […]


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