Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Invesco US Equity Inclusive - Accumulation (GBP)

Sell:869.87p Buy:869.87p Change: 4.28p (0.49%)
Prices as at 21 January 2020
Sell:869.87p
Buy:869.87p
Change: 4.28p (0.49%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 21 January 2020
Sell:869.87p
Buy:869.87p
Change: 4.28p (0.49%)
Prices as at 21 January 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

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

21/01/15 to 21/01/16 21/01/16 to 21/01/17 21/01/17 to 21/01/18 21/01/18 to 21/01/19 21/01/19 to 21/01/20
Annual return -8.19% 52.44% 6.00% -3.08% 13.35%

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.

Fund Management Group Comment

Invesco is one of the largest investment managers in the UK and they believe there are no short cuts to long-term investment success. They offer a large range of funds across a number of sectors and each follows a clear, disciplined investment process. The company has a particularly strong reputation for their UK equity and fixed interest funds.

Information about the fund

Fund manager biography

manager photo
Manager Name: Simon Clinch
Manager start date: 31 July 2012
Manager located in: Henley-on-Thames

Based in Henley-on-Thames, Simon joined the company in March 2012 as a fund manager within the US Equities team. Upon graduating in 1997, Simon joined VenCap International, a manager of private equity funds-of-funds, where he worked as an analyst for a technology equities fund. In 2001, he joined Aberdeen Asset Management's US Equities team and was appointed Head of US Equities before moving to F&C Asset Management as Director of US Equities in 2005. In 2008, Simon joined J Rothschild Capital Management as a member of the global equities team. Simon graduated from Balliol College, Oxford, with a BA Hons (Oxon) in Mathematical Sciences and is a CFA Charterholder.

manager photo
Manager Name: Simon Laing
Manager start date: 31 July 2012
Manager located in: Henley-on-Thames

Based in Henley-on-Thames, Simon joined the company in January 2012. Upon graduating in 1997, Simon joined Newton Investment Management's research department as a global industrial analyst where he took responsibility for the consumer sector. In 2000, he joined their US Equities team as an assistant fund manager and was appointed lead fund manager at the end of 2002. Simon was a member of Newton Investment Management's Global Investment Group and also co-chaired their Equity Strategy Group. Simon graduated from Oxford University with a MEng in Engineering Science and is a CFA charterholder.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account