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Invesco Asia Consumer Demand A Acc USD

Ranked 38 out of 402 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Shekhar Sambhshivan

Shekar Sambhshivan was born in Mumbai in 1969. He attended the University of Mumbai where he gained a BSc degree in Technology and also holds a Licentiate from the Insurance Institute of India. Shekar started his career as a manager covering money and debt markets at Imperial Corporate Finance & Services PVT Ltd. He later joined IDBI Investment Management Company Ltd where he was a fund manager, before moving to ING Investment Management in India. Shekar was the CIO at SBI Life Insurance Co Ltd before moving to Invesco Asset Management where he is currently a fund manager. He manages his funds using the GARP (growth at a reasonable price) investment process. Shekar has over 17 years' experience as a fund manager and is a member of the Royal Yacht Club. Outside of fund management he lists chess, music, walking and the cinema/theatre as his interests.

William Yuen

William Yuen graduated from the University of Sydney, Australia with a Bachelor of Economics and later graduated with a Master of Commerce. He started his career in 1999 as a research analyst at Merrill Lynch Invesment Managers. In 2004 he joined Invesco Asset Management where he is currently a fund manager in the Asian equities team. William has been managing funds for over 11 years.

Objective

The objective of the Fund is to achieve long-term capital appreciation by investing primarily in equity securities of Asian companies whose business is likely to benefit from, or is related to growth in domestic consumption in Asian economies, excluding Japan.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Excluding Japan over : 31/01/2017 - 31/01/2018
  • Rank 38/402 Total Return
  • Rank 71/402 Standard Deviation
  • Rank 184/402 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 52.2% 14.6% 8.2% 11.8% 9.8%
2016 -2.4% -3.0% 2.8% 9.4% -10.6%
2015 -9.4% 3.0% -0.1% -14.5% 3.1%
2014 4.1% 0.8% 5.6% -1.4% -0.8%
2013 6.4% 0.5% -2.0% 5.7% 2.3%
2012 21.6% 11.6% -6.0% 7.1% 8.3%
2011 -19.5% -2.9% 3.6% -20.6% 0.9%
2010 20.9% 0.8% -4.5% 22.6% 2.4%
2009 73.6% -3.4% 36.1% 20.3% 9.8%
2008 -9.4% -18.3% -16.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Guernsey
  11. Hong Kong
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date25/03/2008
  • Share Class size182Mn
  • Base currencyUSD
  • ISIN LU0334857355

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).