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Invesco American Franchise Fund;A

Ranked 362 out of 1851 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 : 31/10/2016 - 31/10/2017
  • Rank 362/1851 Total Return
  • Rank 1247/1851 Standard Deviation
  • Rank 791/1851 Max Drawdown
Fund Name Currency Loss
791 Heptagon Nicholas U.S. Multi-Cap Equity C USD Dis USD

-0.6%

791 LCL Actions USA ISR (Euro)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

791 DKO-Aktien Nordamerika USD

-0.6%

791 JPMorgan Large Cap Growth Fund;I USD

-0.6%

791 Nicholas Fund USD

-0.6%

791 Fidelity Blue Chip Growth Fund USD

-0.6%

791 Federated Clover Value Fund;A USD

-0.6%

791 Waddell & Reed Advisors Accumulative Fund;A USD

-0.6%

791 AIG Strategic Value Fund;A USD

-0.6%

791 Invesco American Franchise Fund;A USD

-0.6%

791 MainStay Epoch US Equity Yield Fund;I USD

-0.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 5.8% 4.5%
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 size9,397Mn
  • Base currencyUSD
  • ISIN US00142J5781

Purchase Info

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

Charges

  • Annual management0.59%
  • Initial investment5.5

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