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 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 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.
Rangfolge 146/748 Gesamtertrag
Rangfolge 657/748 Standardabweichung
Rangfolge 329/748 Maximaler Verlust
|145||Tareno Funds - Enhanced Index Investing Equities A||EUR||
|146||Invesco Global Opportunities A Acc USD||EUR||
|147||Portfolio Aktien Spezial ZKB Oe T||EUR||
|148||1822-Struktur Chance Plus||EUR||
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|655||Jupiter JGF Global Value L USD Acc||EUR||
|656||Comgest Monde C||EUR||
|657||Fidelity FAST Global A-ACC-USD||EUR||
|657||Invesco Global Opportunities A Acc USD||EUR||
|659||Delaware Investments Global Value Equity F USD||EUR||
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Auf das Jahr Quartalsperformance
Rendite vs Risiko
Information über den Fonds
- Größe der Anteilsklasse01Mn
- Mindestanlage (initial)1.500
- Mindest regelmäßige Zusatzinvestition0
- Jährliche Verwaltungsgebühr0,00%