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Invesco Global Opportunities A Acc USD

Ranked 2337 out of 3325 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Gareth Isaac

Gareth Isaac graduated from the University of Glamorgan with a BSc in business decision analysis. He started his career with Newton Investment Management where he spent six years as a fixed income manager. Gareth later joined AXA Investment Managers where he managed a range of UK, European and global bond portfolios. In 2007 he joined Société Générale Asset Management UK (acquired by GLG Partners in 2009) and he then joined Schroders in 2011 where he run funds until August 2016. Gareth is a CFA Charterholder.

Tom Sartain

Tom Sartain, CFA is a UK & European rates portfolio manager in the multi-sector team at Schroders Investment Management based in London. Thomas joined Schroders in 2005 as fund manager’s assistant on the global fixed income desk and prior to this, he was with the Royal Bank of Scotland. He graduated from the University of Reading with a BA (Hons) in Management and Business Administration.

Objective

The objective of the Fund is to achieve long-term capital growth. The Fund intends to achieve its objective by investing primarily in a concentrated portfolio of global equities, with a market capitalization of at least USD 1 billion at the time of initial investment. Up to 30% of the total assets of the Fund may be invested in aggregate in cash, cash equivalents, money market instruments or other eligible transferable securities of issuers worldwide.

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 2337/3325 Total Return
  • Rank 3069/3325 Standard Deviation
  • Rank 2481/3325 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 0.8%
2017 26.3% 6.6% 7.1% 6.5% 3.9%
2016 8.5% -0.2% -2.4% 4.2% 6.9%
2015 -12.5% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland

Fund Info

  • Launch date20/05/2015
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1218204391

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment5.00%

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