Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Invesco Glbl IG Corp Bd A HKD MD1 (Reinvest)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.04.30
[{"name":"Us 5yr Note (Cbt) Future Jun 30 14","y":11.06},{"name":"Us 2yr Note (Cbt) Future Jun 30 15","y":4.91},{"name":"US 10 Year Ultra Future June18","y":2.47},{"name":"Euro Bobl Future June 25","y":1.96},{"name":"Canada 10yr Bond Future Jun 19 14","y":1.94},{"name":"Invesco US Dollar Liqdty Port Agency","y":1.81},{"name":"Us 10yr Ultra (Cbt) Future Jun 21 17","y":1.44},{"name":"Euro Bund Future June 25","y":1.11},{"name":"US Ultra Bond (CBT) June18","y":1.06},{"name":"United States Treasury Notes 4%","y":1.02}]
Item
Percentages
1. Us 5yr Note (Cbt) Future Jun 30 14
11.06
2. Us 2yr Note (Cbt) Future Jun 30 15
4.91
3. US 10 Year Ultra Future June18
2.47
4. Euro Bobl Future June 25
1.96
5. Canada 10yr Bond Future Jun 19 14
1.94
6. Invesco US Dollar Liqdty Port Agency
1.81
7. Us 10yr Ultra (Cbt) Future Jun 21 17
1.44
8. Euro Bund Future June 25
1.11
9. US Ultra Bond (CBT) June18
1.06
10. United States Treasury Notes 4%
1.02
Fund Information
Data Updated On 2025.05.29
Investment Objective
The Fund intends to achieve, in the medium to long term, a competitive overall investment return with relative security of capital in comparison to equities. The Fund will invest at least two thirds of its NAV in investment grade corporate bonds. To achieve the Fund’s investment objective and for liquidity management purposes, up to one third of the NAV of the Fund may be invested in Money Market Instruments and other debt securities. While it is not the intention of the Investment Manager to invest in equity securities it is possible that such securities may be held as a result of a corporate action or other conversions.
Key Facts
ISIN
LU2110299786
Asset Class
Fixed Income Fund
Fund Category
Global Corporate Bond - USD Hedged
Geography
Global
Risk Rating
Medium
Morningstar Rating
Currency
HKD
Fund Size
USD 1,249,882,679.00
Price
73.86
Nav Date
2025.05.28
Change(%)
0.31
Net Asset Value
73.86
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.69
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2025.05.02
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Invesco Asset Management Asia Limited
Establish Date
2020.03.04
Fund Manager
Luke Greenwood
Fund Manager (Start Date)
2013.08.31
Fund Manager Intro
--
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
0.75
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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