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Invesco Global Opportunities Fund;A

Ranked 904 out of 3331 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stephen Anness

Based in Henley-on-Thames, Stephen Anness is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.

Andrew Hall

Andrew Hall is a fund manager at Invesco Perpetual. He has been with the firm since 2013 and prior to this, he was an analyst and one of six founding partners of Bramshott Capital LLP. Andrew manages the US Mutual, Australian Wholesale and Canadian Pool funds and is co-manager for the Invesco Perpetual Global Opportunities Fund. The global opportunities investment teams approach is intended to be neither growth nor value, instead they demonstrate a focus on valuation, seeking to build a portfolio, that in aggregate; has less debt than the market, generates more cash, has a higher return on equity, grows faster and importantly is more attractively valued than the market. Andrew holds an Investment Management Certificate from the CFA Society of the UK and a BSc in Economics from the University of Nottingham.


The Fund seeks long-term growth of capital. The Fund invests primarily in a diversified portfolio of equity securities of domestic and foreign issuers that are, in the portfolio managers view, attractively valued relative to current or projected earnings, or to the current market value of assets owned by the issuer.


Global over : 31/07/2017 - 31/07/2018
  • Rank 904/3331 Total Return
  • Rank 2158/3331 Standard Deviation
  • Rank 521/3331 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% 0.1%
2017 27.2% 7.4% 7.2% 7.1% 3.1%
2016 10.6% 0.3% -1.1% 5.7% 5.5%
2015 -2.2% 3.1% 3.8% -11.7% 3.4%
2014 -3.6% -0.3% 0.6% -5.9% 2.2%
2013 37.9% 9.0% 3.6% 11.9% 9.1%
2012 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date03/08/2012
  • Share Class size32Mn
  • Base currencyUSD
  • ISIN US0088825247

Purchase Info

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


  • Initial investment5.50%

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