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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$2,000 |
| Expected Close Date |
Ongoing |
| Description |
To provide long-term capital growth and some distributions by investing securities listed on global sharemarkets, while managing exposure to global currencies. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The INVESCO Global Matrix Fund - Hedged has an active and style-neutral approach to investment in global shares, with overall characteristics similar to a core portfolio over a full business cycle.
The Fund will use a predominantly quantitative investment process to manage the Fund. This process has a disciplined and multi-layered approach, which targets value added through stock selection. The process balances the Fund's goal to outperform the global equity market with respect for the complex, dynamic and volatile risks inherent in the market.
The INVESCO Global Matrix Fund - Hedged, will generally have an underlying portfolio between 80 and 120 global shares, drawn from a diverse range of industries and countries, with cash exposure, under normal market conditions, generally below 10%. The Fund's foreign currency exposure is managed to generally be 90-110% hedged into Australian dollars on any Business Day. The Funds are managed against the benchmark MSCI World Index (net dividends reinvested) hedged in Australian dollars.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the INVESCO Global Matrix Funds - hedged - as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This is paid by the fund manager and is not an additional charge to the investor.
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| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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