Fund Manager changes

News | 20 January 2020 | Invesco

Following a review of investment capabilities managed from Henley, a small number of fund management changes are planned with effect from 31 January 2020; these are detailed below.

Stephanie Butcher, Invesco CIO, said: “In my new role, and with support from the investment desk heads, I have spent considerable time over the last few months reviewing our investment capabilities and products. As a result, I have made a series of changes that will ensure our clients continue to have access to the best investment expertise - whether that be from Henley or one of our other 12 investment centres around the world - as we focus on continuing to meet our clients changing needs. These changes mark no change in our investment philosophy and we remain committed to long-term conviction investing.”

Summary of fund manager changes



Pension fund

Fund Current fund managers Fund managers from 31 January 2020

Invesco Global Targeted Returns Pension Fund

David Millar, Dave Jubb, Richard Batty, Gwilym Satchell

David Millar, Dave Jubb, Richard Batty, Gwilym Satchell & Sebastian Mackay


Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested.

As with all investments there are associated risks. These are detailed in the underlying funds’ Key Investor Information Documents/Key Information Documents which are available in the literature section on our website.

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