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Invesco Euro Short Term Bond A Acc EUR

Ranked 61 out of 220 in - Euro Short Term over 12 months
All calculations are in USD unless stated

Managed by

Luke Greenwood

Luke Greenwood is a senior portfolio manager at Invesco Asset Management based in London. He joined the firm in 2000 and prior to this he worked for State Street. He currently deals in European, UK and global bonds. Luke graduated from City University London and Cass Business School with an Executive MBA and is a qualified IAQ/IMC.

Lyndon Man

CFA charter holder Lyndon Man graduated from Oxford University. Currently he is a portfolio manager at Invesco Asset management based in London and manages a number of funds for the firm dealing in global, Euro and UK bonds, using an active investment style.

Objective

The objective of the Fund is to provide capital growth by investing primarily in short term investment grade debt securities (including money market instruments) denominated in Euro. The portfolio can include securities issued by governments, government agencies, supranational and corporate entities worldwide. The Fund may also invest in debt securities in non-euro denominated investments which may be hedged back into Euro at the discretion of the Investment Adviser.

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

Performance

Euro Short Term over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.5%
2016 -2.1% 4.9% -2.4% 2.1% -6.3%
2015 -9.9% -10.4% 2.8% -0.2% -2.1%
2014 -10.0% 1.0% 0.4% -7.5% -4.0%
2013 7.0% -2.3% 1.2% 5.0% 3.1%
2012 9.1% 6.5% -4.7% 3.5% 3.9%
2011 -10.0% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date04/05/2011
  • Share Class size109Mn
  • Base currencyEUR
  • ISIN LU0607519195

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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