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Invesco Global Opportunities A Acc USD

Rang 20 von 747 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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.

Anlageziel

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

Aktien - Global über : 30.09.2016 - 30.09.2017
  • Rangfolge 20/747 Gesamtertrag
  • Rangfolge 638/747 Standardabweichung
  • Rangfolge 319/747 Maximaler Verlust
Fondsname Currency Rendite
18 ACC Alpha select AMI

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

23,8%

19 DSM Capital Partners Global Growth I2 Acc EUR

23,6%

20 Invesco Global Opportunities A Acc USD EUR

23,6%

21 SK Welt - A - EUR EUR

23,3%

22 Harris Associates Global Equity Fund R/A (USD) EUR

23,3%

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 5,1% 0,4% 2,8%
2016 11,8% -4,9% 0,1% 3,0% 13,9%
2015 -12,7% 7,0%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Finnland
  4. Frankreich
  5. Deutschland
  6. Italien
  7. Luxemburg
  8. Niederlande
  9. Norwegen
  10. Spanien
  11. Schweden
  12. Schweiz

Information über den Fonds

  • Starttermin20.05.2015
  • Größe der Anteilsklasse00Mn
  • BasiswährungUSD
  • ISIN LU1218204391

Kaufinformation

  • Mindestanlage (initial)1.500
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,00%
  • Ausgabeaufschlag5

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)