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Invesco Global Moderate Allocation A-Acc

Ranked 126 out of 174 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Alexandar Cherkezov

Martin Kolrep

Martin Kolrep is a portfolio manager at Invesco Perpetual based in Frankfurt. He has been with the firm since 2000 after graduating from the University of Freiburg with a PhD in Physics. Currently, he manages the Invesco Capital Shield 90 (Euro) Fund dealing in capital protected mixed global assets, using a flexible allocation strategy.

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.

Josef Portelli

Josef Portelli joined Invesco Asset Management as a portfolio manager with responsibility for running Global funds and Absolute Return mandates denominated in Euros. Josef has official decision making responsibilities for Antipodean and Scandinavian rates and currencies. Previously, Josef worked at RBC Investment Management where he was responsible for the global bond strategy for the UK office. Prior to joining RBC, he was at ACPI Investment Managers. Josef has a degree in Accountancy and Finance from the University of Malta and was awarded the CFA designation.

Objective

The Fund aims to achieve a positive total return over a market cycle with a moderate correlation to traditional financial market indices. The Fund seeks to achieve its objective by gaining exposure primarily to a flexible allocation of debt securities and equities globally. Debt securities may include investment grade as well as non-investment grade, unrated, convertibles (including contingent convertibles) and securitised debt (such as ABS and MBS).

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

Performance

Flexible USD over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 10.0% 3.7% 1.9% 1.0% 3.2%

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 date07/12/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1502198929

Purchase Info

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

Charges

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