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Invesco Wholesale Global Opportunities-Unhedged

Ranked 58 out of 3198 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.

Objective

The Invesco Wholesale Global Matrix Fund - unhedged aims to provide long-term capital growth and some distributions by investing in securities listed on global sharemarkets. The Fund primarily invests in global shares. We take a quantitative approach to investing in global shares. The Fund actively takes positions in global shares with the aim of delivering consistent returns above its benchmark. Central to the investment process is Invesco’s proprietary stock selection model, designed to add value through the systematic application of key financial indicators and behavioural concepts developed by the Invesco Global Quantitative Equities team.

Performance

Global over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 7.3% 7.2%
2016 4.8% -2.1% -4.0% 5.4% 5.7%
2015 -0.9% 2.3% 0.1% -8.3% 5.6%
2014 6.7% 3.1% 3.6% -1.2% 1.2%
2013 28.1% 8.9% 0.4% 6.9% 9.5%
2012 12.3% 11.7% -5.8% 5.5% 1.1%
2011 -3.7% 5.0% 1.7% -16.1% 7.6%
2010 8.7% 2.2% -13.6% 11.9% 10.0%
2009 30.5% -10.9% 21.2% 15.9% 4.3%
2008 -43.6% -9.7% -3.3% -15.3% -23.8%
2007 0.4% 2.3% 5.6% -2.5% -4.6%
2006 18.4% 7.8% -0.7% 1.7% 8.8%
2005 10.8% 2.0% 0.7% 4.1% 3.5%
2004 22.4% 4.6% 3.8% 0.2% 12.5%
2003 39.9% -2.7% 17.6% 6.1% 15.2%
2002 -8.2% 3.3% 7.4% -21.3% 5.1%
2001 -19.1% -15.7% 5.5% -12.7% 4.2%
2000 -20.1% -3.0% -9.0% -3.1% -6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date13/09/1999
  • Share Class size09Mn
  • Base currencyAUD
  • ISIN AU60GTU01026

Purchase Info

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

Charges

  • Annual management0.77%
  • 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).