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Invesco US Structured Equity Class Z - Accumulation (USD)

Sell:1,198.37p Buy:1,198.37p Change: 12.99p (1.07%)
Prices as at 5 March 2021
Sell:1,198.37p
Buy:1,198.37p
Change: 12.99p (1.07%)
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 5 March 2021
Sell:1,198.37p
Buy:1,198.37p
Change: 12.99p (1.07%)
Prices as at 5 March 2021
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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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

05/03/16 to 05/03/17 05/03/17 to 05/03/18 05/03/18 to 05/03/19 05/03/19 to 05/03/20 05/03/20 to 05/03/21
Annual return 35.62% -3.93% 8.42% 1.54% 1.05%

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 Name: Alexander Tavernaro
Manager start date: 8 October 2018
Manager located in: -

Based in Frankfurt, Alexander is a member of the Portfolio Management Team and is responsible for business development, risk control and investment communication. He started his investment career in 1994 at ABN AMRO in Frankfurt before moving in 2004 to Feri in Bad Homburg. He joined our company in 2004. He holds a ?Diplom Kaufmann? degree from Fernuniversitaet Hagen and holds the Chartered Financial Analyst® (CFA®) designation and is a member of the German CFA Society.

manager photo
Manager Name: Glen Murphy
Manager start date: 15 June 2010
Manager located in: Boston

Based in Boston, Glen is Head of the Portfolio Management Team and is responsible for business development, risk control and investment communication. He started his investment career in 1996 at The Boston Company. He joined our company in 1995 as a portfolio administrator and was then promoted to Head of Portfolio Management Team in 1998. He holds a BA from the University of Massachusetts at Amherst and an M.S. in Finance from Boston College. Glen holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Boston Security Analysts Society. He is also registered with the National Futures Association (NFA) as an Associated Person of Invesco and as a Branch Manager.

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