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Invesco Global Consumer Trends Inclusive - Class A - Accumulation (USD)

Sell:$60.53 Buy:$60.53 Change: $0.95 (1.55%)
Prices as at 19 April 2024
Sell:$60.53
Buy:$60.53
Change: $0.95 (1.55%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 19 April 2024
Sell:$60.53
Buy:$60.53
Change: $0.95 (1.55%)
Prices as at 19 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

19/04/19 to 19/04/20 19/04/20 to 19/04/21 19/04/21 to 19/04/22 19/04/22 to 19/04/23 19/04/23 to 19/04/24
Annual return -4.91% 78.41% -31.75% -13.11% 8.39%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Juan Hartsfield
Manager start date: 23 January 2009
Manager located in: Houston

Based in Houston in the US, Juan is responsible for the management of a number of sector portfolios, specialising in the leisure sector, as well as affiliated with the management of some small cap equity portfolios. Juan joined our company in 2004. Previously, Juan was a portfolio manager with JPMorgan Fleming Asset Management, where he was involved with the management of various small cap portfolios. Prior to joining JPMorgan, he served as an associate with Booz Allen & Hamilton. Juan earned a BSc degree in petroleum engineering from The University of Texas at Austin and a MBA degree from the University of Michigan. He holds the Chartered Financial Analyst® (CFA®) designation.

Manager Name: Ido Cohen
Manager start date: 2 May 2011
Manager located in: TBC

Ido Cohen is a portfolio manager for Invesco large-cap growth equity strategies and is lead manager for Invesco leisure products. He joined the company in 2010. Prior to joining Invesco, he was vice president at J&WE Seligman Investments from 2007 to 2010, where he worked as a senior analyst focusing on information technology, media and telecommunications equities. Mr. Cohen began his investment career in 1997 as a high yield research analyst with Banker's Trust focusing on the telecommunications industry. in 1999 he joined Credit Suisse's U.S. equities telecommunications research team; he went on to become a senior analyst and co-head of the team in 2004. in 2006, Mr. Cohen joined a technology, media and telecommunications focused investment team at Diamondback Capital, and then in 2007 he joined J&W Seligman's growth team. Mr. Cohen is a cum laude graduate of The Wharton School of the University of Pennsylvania with a Bachelor of Science degree in economics.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account