Strategies

Australian Core Equity Strategy

Investment strategy overview

The Australian Core Equity Strategy commenced in 1997 and forms part of the capability suite managed by the Invesco Australian Equities team, as part of the Invesco Quantitative Strategies (IQS) group of investment professionals based in Europe, the US, Japan and Australia.

In managing the Strategy, the Invesco Australian Equity team seeks to add value through systematic application of factor investing. Value is added by harvesting factor premia associated with fundamental and behavioural insights. In building the portfolio, purpose-built risk modelling is employed, and execution costs managed efficiently.

Key facts

Strategy inception

Oct 1997

Name of investment team

Invesco Quantitative Strategies

Location of investment team

Melbourne