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Invesco Global Opportunities Fund;A

Ranked 218 out of 3118 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.

Objective

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.

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 218/3118 Total Return
  • Rank 1299/3118 Standard Deviation
  • Rank 1271/3118 Max Drawdown
Fund Name Currency Return
216 Solidar Spar Aggressiv USD

21.5%

216 Edinburgh Partners Global Opportunities I USD USD

21.5%

218 Invesco Global Opportunities Fund;A USD

21.4%

219 Trilogy Global Diversified A EUR USD

21.4%

220 Pareturn Barwon Listed Private Equity I-A EUR Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

21.4%

220 DB Platinum CROCI Sectors Fund I2C USD

21.4%

Fund Name Currency Loss
1271 Invesco Global Opportunities Fund;A USD

-3.4%

1271 UniNachhaltig Aktien Global USD

-3.4%

1271 HCP Focus Fund USD

-3.4%

1271 IdB Multi Manager Equity C EUR USD

-3.4%

1271 Etica Azionario R USD

-3.4%

1271 Nordea Internasjonale Aksjer II USD

-3.4%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.4%
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 size14Mn
  • Base currencyUSD
  • ISIN US0088825247

Purchase Info

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

Charges

  • Initial investment5.5

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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).