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Invesco American Franchise Fund;A

Ranked 546 out of 1890 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ido Cohen

Currently based in Houston in USA, Ido Cohen works at Invesco US where he runs equity strategies with a growth investment style. Ido has over a decade worth of experince. Prior to joining Invesco in 2010, Ido worked as a senior analyst at J&W Seligman,he also worked at Diamondback Capital, US Telecommunications Research Team at Bankers Trust where he started his career in 1997. Ido graduated from the Wharton School of The University of Pennsylvania and holds a degree in economics.

Erik Voss

A senior portfolio manager at Invesco based in Houston, Erik Voss is responsible for managing the Invesco American Franchise Fund, the Invesco Summit Fund, the Invesco Technology Fund and the Invesco Technology Sector Fund dealing in equities, using large-cap growth and sector technology strategies. Erik is a CFA Charterholder and graduated from the University of Wisconsin with a degree in Mathematics and Finance.

Objective

The Fund seeks long-term capital appreciation by investing primarily in a portfolio of equity securities of U.S. issuers that have resilient business franchises and growth potential.

Performance

US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.0% 5.9%
2017 27.1% 11.4% 5.8% 4.5% 3.2%
2016 2.0% -5.2% 1.2% 7.9% -1.5%
2015 4.9% 3.5% -1.1% -6.9% 10.0%
2014 8.3% -0.8% 5.1% 1.1% 2.7%
2013 39.7% 7.4% 1.4% 13.3% 13.3%
2012 13.2% 17.7% -8.1% 5.9% -1.2%
2011 -6.9% 6.0% -0.6% -17.2% 6.7%
2010 21.5% 6.4% -8.5% 10.3% 13.1%
2009 30.9% -10.9% 13.8% 19.8% 7.7%
2008 -28.1% -6.0% -6.4% 0.9% -18.9%
2007 -1.7% 1.2% 3.4% -3.0% -3.1%
2006 16.5% 3.2% 1.2% 6.1% 5.2%
2005 2.8% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date23/06/2005
  • Share Class size10,526Mn
  • Base currencyUSD
  • ISIN US00142J5781

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.59%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).