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Invesco USD Ultra-Short Term Debt Class A - Accumulation (USD)

Sell:7,044.36p Buy:7,044.36p Change: 0.35p (0.01%)
Prices as at 18 October 2019
Sell:7,044.36p
Buy:7,044.36p
Change: 0.35p (0.01%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 18 October 2019
Sell:7,044.36p
Buy:7,044.36p
Change: 0.35p (0.01%)
Prices as at 18 October 2019
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

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

18/10/14 to 18/10/15 18/10/15 to 18/10/16 18/10/16 to 18/10/17 18/10/17 to 18/10/18 18/10/18 to 18/10/19
Annual return 4.22% 25.73% -6.00% 2.20% 4.09%

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: Marques Mercier
Manager start date: 1 December 2018
Manager located in: TBC

Marques Mercier is a Senior Portfolio Manager and Head of Government Funds in Global Liquidity for Invesco Fixed Income. He is responsible for the management of all cash management products, including institutional, retail and offshore money funds, as well as private accounts. Mr. Mercier joined Invesco in 1994 as a representative in the transfer agency. In 1996, he was promoted to portfolio administrator for money market funds, and he became a portfolio manager in 1998. Mr. Mercier earned a BA degree in English and an MBA from the University of Houston.

manager photo
Manager Name: Joseph Madrid
Manager start date: 1 December 2018
Manager located in: TBC

Joseph Madrid is a Head of Credit Portfolio Management for Global Liquidity. He is responsible for contributing to the strategy and management of cash management products, including institutional, retail and offshore funds, as well as private accounts and ultra-short bond portfolios. Mr. Madrid began his investment career in 2002 as a financial analyst with J.P. Morgan Chase & Co. Prior to joining Invesco, he was a portfolio manager in client service and a senior fixed income securities analyst with National City Corp. He joined Invesco in 2009 and was previously a fixed income analyst responsible for providing investment research, credit analysis and portfolio management support for cash management products. Mr. Madrid earned a BA degree in accounting from Baldwin-Wallace College and an MBA from the University of New Mexico. He is a Chartered Financial Analyst® (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA).

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Manager Name: Laurie Brignac
Manager start date: 1 December 2018
Manager located in: TBC

Laurie is a senior portfolio manager for Invesco Fixed Income and is responsible for the management of cash management products, including institutional, retail and offshore money market funds, as well as private accounts. Laurie has been in the investment business since 1989. She joined Invesco in 1992 as a money market trader and was promoted to investment officer in 1994 and senior portfolio manager in 2002. Her duties have expanded to include all forms of short-term taxable fixed income products, but her primary responsibility lies in the money market area. Prior to joining Invesco Laurie was a sales assistant for HSBC Securities, Inc. She began her career as a money market trader responsible for managing the Fed position as Premier Bank in Baton Rouge, Louisiana. Laurie earned a BS degree in accounting from Louisiana State University. She is also a CFS charterholder and a member of the CFA institute.

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