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Invesco Global Convertible Fd A-Acc

Ranked 109 out of 142 in - Convertibles Global over 3 months
All calculations are in USD unless stated

Managed by

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.

Robert Young

Objective

The Fund aims to achieve a total return over the long-term with relative security of capital in comparison to equities. The Fund seeks to achieve its objective by gaining exposure primarily to global convertible assets. Convertible assets are intended to include directly held convertibles, warrants, convertible preference shares or synthetic convertibles.

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

Performance

Convertibles Global over : 31/12/2017 - 31/03/2018
  • Rank 109/142 Total Return
  • Rank 66/142 Standard Deviation
  • Rank 93/142 Max Drawdown
Fund Name Currency Return
108 Schroder ISF Global Conv Bond A Acc USD

-0.6%

109 UniInstitutional Global Convertibles Sustainable

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

109 Invesco Global Convertible Fd A-Acc USD

-0.7%

111 RWC Global Convertibles A USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Sweden
  11. Switzerland

Fund Info

  • Launch date10/07/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1603800712

Purchase Info

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

Charges

  • Annual management1.25%

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