We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Invesco Resp Japanese Equity Value Discovery Class C - Income (USD)

Sell:$18.34 Buy:$18.34 Change: No change
Prices as at 24 May 2024
Sell:$18.34
Buy:$18.34
Change: No change
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 24 May 2024
Sell:$18.34
Buy:$18.34
Change: No change
Prices as at 24 May 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

Our view on the sector for this fund is not available.

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

24/05/19 to 24/05/20 24/05/20 to 24/05/21 24/05/21 to 24/05/22 24/05/22 to 24/05/23 24/05/23 to 24/05/24
Annual return 1.28% 12.76% -5.66% 5.36% 6.45%

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 Name: Fumichika Tanemoto
Manager start date: 28 March 2024
Manager located in: Tokyo

Fumichika joined Invesco Japan as a part of the business transfer of Japanese equity capability from Morgan Stanley Investment Management (MSIM) and has 20 years of investment experience. At MSIM, he was responsible for research of Japanese equity products. Prior to that, he served as a venture capitalist with Softbank Investment Corp. where he incubated 15 investments. Prior to that, he worked as a Portfolio Manager with Yasuda Mutual Life Insurance where he was responsible for their asset allocation and managed global equity portfolio, then transferred to Yasuda Capital Management's corporate research department in 2001 where he was a Research Analyst focusing on the materials sector. Fumichika received Bachelors and Masters degrees in Engineering from Tokyo Institute of Technology and an M.B.A. in Finance from the Wharton School, University of Pennsylvania. He is also a Chartered Member of the Security Analysts Association of Japan.

manager photo
Manager Name: Daiji Ozawa
Manager start date: 1 March 2007
Manager located in: Tokyo

Based in Tokyo, Daiji is Chief Portfolio Manager for Japanese Equity Value portfolios. Daiji started his investment career in 1986, gaining fund management experience at a number of firms including Bank of Tokyo, Tokyo-Mitusbishi Asset Management, Citigroup Asset Management, Western Asset Management and most recently Morgan Stanley, where he was Head of Equity Investments. He joined our company in 2010 as a result of Invesco's acquisition of Morgan Stanley's retail asset management business. He holds a BA in Political Science from Waseda University, holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Security Analysts Association of Japan.

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