Equities
Latest Invesco offering to exploit financial sector
Dan Kilpatrick, 19 January 2012
Invesco Perpetual has confirmed it is to launch a Global Financial Capital fund that will seek a combination of income and capital growth for investors.
The fund will begin trading on 25 January 2012, managed by co-heads of fixed interest Paul Causer and Paul Read, and chief investment officer Nick Mustoe.
It will invest in the capital securities, and occasionally equities, of banks and other financial institutions, as well as cash and cash equivalents.
Ian Trevers, head of distribution at Invesco, said the group felt there were tremendous investment opportunities across the financials sector as it 'undergoes a long-term process of structural reform and rehabilitation'.
'Banks and other financials are reorganising their capital structures to meet new regulatory obligations and these changes are strengthening the sector. New investment opportunities are therefore appearing across the financials universe,' he said.
'The yield prospects of this multi-trillion dollar market are extremely compelling and at values not seen since 2008/09, despite the considerable progress the sector has made since then,' Trevers explained.
Read added that although the market presented risks, high levels of yield were achievable.
The fund will sit in the IMA Specialist sector and carry an annual management charge of 1.25 per cent and an initial charge of 5 per cent. The minimum investment will be £500.
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