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Invesco Global Inv Grade Corp Bd A Ann Dist USD

Ranked 101 out of 167 in - Global Corporates 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.


The Fund intends to achieve, in the medium to long term, a competitive overall investment return with relative security of capital in comparison to equities. The Fund will invest at least two thirds of its total assets in investment grade corporate bonds. Up to one third of the total assets of the Fund may be invested in cash, cash equivalent securities and other debt securities. While it is not the intention of the Investment Adviser to invest in equity securities it is possible that such securities may be held as a result of a corporate action or other conversions.

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


Global Corporates over : 31/01/2017 - 31/01/2018
  • Rank 101/167 Total Return
  • Rank 38/167 Standard Deviation
  • Rank 37/167 Max Drawdown
Fund Name Currency Risk
36 PARVEST Sustainable Bond World Corporate CL C USD USD


36 Nordea Invest Ptf Verdens Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged



38 Sydinvest Virksomhedsobligationer IG KL

Currency exposure is hedged

Currency exposure is hedged



38 Invesco Global Inv Grade Corp Bd A Ann Dist USD USD


40 Legg Mason WA Global Core Plus Bd A Dis D USD USD


40 KCM Bond Select R A

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.6% 2.2% 2.5% 1.0% 0.8%
2016 6.1% 2.3% 2.8% 3.7% -2.7%
2015 1.0% 2.7% -3.4% 0.2% 1.6%
2014 10.1% 2.8% 3.9% 0.3% 2.8%
2013 1.0% 0.0% -2.8% 1.0% 2.8%
2012 12.3% 4.0% 1.3% 4.1% 2.4%
2011 1.8% 1.2% 1.4% -1.7% 0.9%
2010 5.7% 2.6% 0.7% 4.3% -1.9%
2009 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/09/2009
  • Share Class size44Mn
  • Base currencyUSD
  • ISIN LU0432616141

Purchase Info

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


  • Annual management0.75%

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