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Invesco US Equity Flexible Fd A-Acc

Rang 174 von 273 in - Aktien - US Aktien über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Glen Murphy

Glen Murphy is director of portfolio construction and trading team at Invesco (IQS) based in Boston. He has been with the firm since 1995 and previously, worked for The Boston Company. He is responsible for managing a number of funds for Invesco dealing in equities, using a passive investment style. Glen is a CFA Charterholder, a member of the Boston Security Analysts Society, he is registered with the National Futures Association as an associated person of Invesco and as a branch manager. Glen graduated from the University of Massachusetts at Amherst with a BA and Boston College with an MSc in Finance.

Alexander Tavernaro

Alexander Tavernaro is a portfolio manager at Invesco based in Frankfurt. He has been there since 2004 and prior to this with Feri Wealth Management. Alexander is currently responsible for the Invesco Emerging Markets Quantitative Equity Fund, using a quantitative style based on a rigorous bottom-up selection model and risk management. He is a member of the CFA society of Germany and graduated from Fernuniversität Hagen with a degree in Business Administration.

Anlageziel

The Fund seeks to achieve its objective by investing primarily in equities of (i) companies and other entities with their registered office in the US or incorporated or organised in the US, or (ii) companies and other entities with their registered office outside of the US but carrying out their business activities predominantly in the US or (iii) holding companies, the interests of which are predominantly invested in companies with their registered office in the US or in companies incorporated or organised in the US.

Performance

Aktien - US Aktien über : 31.10.2017 - 31.10.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -5,0% 9,8% 4,0%
2017 0,3% 3,8%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Frankreich
  3. Deutschland
  4. Italien
  5. Luxemburg
  6. Schweiz

Information über den Fonds

  • Starttermin14.06.2017
  • Größe der Anteilsklasse00Mn
  • BasiswährungUSD
  • ISIN LU1603798981

Kaufinformation

  • Mindestanlage (initial)1.500
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,00%

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