![Georgina Taylor](/content/dam/invesco/au/en/images/person/feature/georgina_taylor.jpg)
Fund Manager
Georgina Taylor
Potential stock market volatility, subdued global growth and low interest rates have created challenges for investors hoping to meet target liabilities and funding requirements. Sourcing return opportunities while limiting the potential for losses has seen a growing demand for multi asset strategies.
We believe our unconstrained, ideas-based approach offers genuine diversification, which helps spread the overall risk and provides the potential for positive long-term returns.
The strategy aims to achieve a positive total return in all market conditions over a rolling three-year period. Specifically, the strategy targets a gross return of 5% per annum above UK 3-month LIBOR (or an equivalent reference rate) and aims to achieve this with less than half the volatility of global equities, over the same rolling three-year period. There is no guarantee that the strategy will achieve a positive return or its target and an investor may not get back the full amount invested.
We take a conviction-led approach to sourcing good, long-term thematic investment ideas, using both traditional asset types and derivatives before applying robust risk management to blend these ideas into a truly diversified portfolio, with a clearly defined return and volatility target.
The strategy can have from five up to around 50 diversified investment ideas (typically 20 to 30) accessed through different asset types across the globe.
Every idea in the strategy must pass the team’s rigorous and repeatable three-step investment process, which has risk management embedded:
Invesco has a long history of developing client-driven investment solutions and is synonymous with fundamental, research-driven investing.
Our Henley-based Multi Asset investment team has extensive experience and a proven capability in developing and implementing risk-managed portfolios. It is able to supplement this with Invesco’s rich seam of investment ideas.
The investment team benefits from Invesco’s investment culture of idea sharing, challenge and debate, having access to more than 750 Invesco investment professionals worldwide. Having access to this extensive global network of fund managers and asset class specialists provides the team with a wide range of insights to help with their idea generation process.
Led by Georgina Taylor in Henley, Invesco’s 15-strong Multi Asset investment team has extensive experience and a proven capability in developing and implementing risk-managed portfolios, with a focus on fundamental, research-driven investing.
This seasoned team has expertise across the actuarial, economic, fixed income, risk management and multi asset spectrum and enjoys multi-disciplined support from the broader Invesco team.
IBRA and MAS performance update - July 2020
Please click here to hear the IBRA and MAS performance update for July 2020.
Dilemmas for securing income as dividends come under pressure
Georgina Taylor has updated her view on how investors are now, more than ever, being forced to think differently about reliable income sources as traditional sources come under increased pressure.
The future of absolute return – investing in ideas
Investors could be bemused by the rollercoaster ride of markets through these Covid-19 times. More challenging though will be their consideration of where to achieve their returns from here on. We believe that our ‘investing in of ideas’ approach can play a useful role in these challenging – and changing – times ahead.
Diversification – too much is just right
Gwilym Satchell discusses our belief that a focus on independent sources of return for a portfolio can deliver robust results in both return and risk through all market environments.
Policymakers rethink
Sebastian Mackay looks at how the extremity of the impact of Covid-19 forced the hand of many policymakers into unconventional territory.
Good emerging markets vs bad emerging markets
Emerging markets are a rich hunting ground for investment ideas. Our research allows us to isolate relative value opportunities that pair fundamentally attractive assets with those that we believe represent what is ‘bad’ about emerging markets (EM). One such idea pairs a long position in the Russian ruble with a short position in the Chilean peso.
Let us know using the form opposite and one of our specialist team will quickly get back to you.
Data as at 31st December 2020, unless otherwise stated. By accepting this document, you consent to communicate with us in English, unless you inform us otherwise. Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.