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Invesco Wholesale Global Opportunities-Hedged-A

Ranked 506 out of 3286 in - Global over 12 months
All calculations are in AUD 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.

Objective

The Fund aims to provide long-term capital growth through a portfolio of global equities. The Fund invests in global equity securities listed in developed or developing markets that generally have a minimum market capitalisation of US$1 billion.

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 506/3286 Total Return
  • Rank 416/3286 Standard Deviation
  • Rank 392/3286 Max Drawdown
Fund Name Currency Return
504 Implemented International Share Portfolio USD

14.2%

504 QS Global Equity Fund;A USD

14.2%

506 Capital Group Global Equity Series A USD

14.2%

506 Invesco Wholesale Global Opportunities-Hedged-A

Currency exposure is hedged

Currency exposure is hedged

AUD

14.2%

506 Bryn Siriol Acc USD

14.2%

Fund Name Currency Risk
416 OP-Private Equity Strategy (Non-UCITS) A USD

7.6

416 Candriam SRI Equity World - C EUR Cap USD

7.6

416 Invesco Wholesale Global Opportunities-Hedged-A

Currency exposure is hedged

Currency exposure is hedged

AUD

7.6

Fund Name Currency Loss
392 Janus Henderson INTECH Glbl AllCLwV ZAcc USD

-4.9%

392 Crescent Wealth International Equity USD

-4.9%

392 Zurich Investments Concentrated Global Growth USD

-4.9%

392 Invesco Wholesale Global Opportunities-Hedged-A

Currency exposure is hedged

Currency exposure is hedged

AUD

-4.9%

392 Stewart Investors Worldwide Equity I USD

-4.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 23.1% 6.3% 5.2% 6.0% 3.8%
2016 9.8% -3.7% -1.5% 5.9% 9.2%
2015 4.1% 6.0% -0.7% -7.1% 6.4%
2014 13.7% 3.1% 3.4% 2.5% 4.0%
2013 33.7% 11.5% 2.4% 5.9% 10.6%
2012 15.3% 12.1% -4.6% 5.3% 2.4%
2011 -1.0% 4.9% 1.5% -14.0% 8.2%
2010 9.3% 4.3% -11.7% 8.0% 9.9%
2009 25.8% -9.5% 15.9% 13.7% 5.6%
2008 -43.9% -12.1% -1.6% -11.7% -26.6%
2007 -2.7% 2.0% 5.1% -4.6% -4.9%
2006 15.6% 7.8% -2.5% 2.4% 7.5%
2005 19.6% 4.3% 3.5% 5.0% 5.7%
2004 21.8% 5.0% 6.3% 0.4% 8.7%
2003 29.1% -7.7% 18.2% 6.2% 11.4%
2002 -29.2% -2.3% -13.1% -20.2% 4.5%
2001 -24.2% -7.4% -3.9% -20.5% 7.1%
2000 -2.3% 14.2% -7.7% 6.9% -13.2%
1999 26.8% -0.3% 0.3% 0.2% 26.6%
1998 22.7% 14.4% 8.1% -13.3% 14.6%
1997 31.9% 5.1% 11.2% 5.8% 6.7%
1996 15.5% 4.1% 3.7% 1.2% 5.7%
1995 13.7% 1.5% 9.1% 2.1% 0.6%
1994 -9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date01/09/1994
  • Share Class size62Mn
  • Base currencyAUD
  • ISIN AU60GTU00085
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment250

Charges

  • Annual management0.95%
  • Initial investment0

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