Invesco Global Opportunities Fund – Unhedged

The Invesco Wholesale Global Opportunities Fund - Unhedged aims to achieve long term capital growth through a portfolio of global equities. The strategy adopts a high conviction bottom-up approach (40 – 65 stocks) which ensures a deeper understanding of long-term business economics and corporate culture, while also achieving suitable diversification through investing in companies across a range of sectors and geographies with:

Strong balance sheets, clean accounting and high levels of cash flow
Trusted management teams that act like owners, with evidence that they can sustainably reinvest those cash flows at higher rates of return than the market

The Fund is managed by an experienced and complementary team based in Henley-on-Thames, United Kingdom, who have collaborated successfully for many years.

Why choose Invesco?

The Fund is differentiated by:

Idiosyncratic alpha: Stock selection is the predominant driver of portfolio returns
Forensic accounting: Superior businesses with strong balance sheets, run by trusted managers evidenced through the accounts
Risk management: Process designed to avoid value (and quality) traps
Portfolio optimisation: Actively adjusting position sizes an important source of returns enhancement

The Fund is managed by a team with expertise in forensic accounting and behavioural finance:

Andy Hall

Lead Fund Manager

Emily Roberts

Deputy Fund Manager

Invesco Global Opportunities Strategy - Webinar extract

The above segment is an extract from an investment webinar series held in the UK, featuring Andy Hall, lead fund manager of Invesco's Global Opportunities Strategy.

Andy delves into a comprehensive analysis of Nvidia's business model within the context of broader AI themes in markets. In the second part of this webinar extract, Andy addresses balance sheet concerns in banking and investment opportunities in energy. He highlights the pivotal role of net interest income for banks' earnings power and discusses the potential impact of changing interest rates and credit cycles.

Invesco Global Opportunities Fund - Webinar

In this video, fund managers Andrew Hall and Emily Roberts discuss key topics influencing their current positioning, including Fed cuts, advancements in AI, developments in China, and other significant factors shaping the market landscape today.

Fund facts

Invesco Wholesale Global Opportunities Fund - Unhedged

Inception Date	3 August 1999
Management Cost (MER/ICR)	0.95%
Minimum Investment	$20,000
APIR	GTU0102AU
Distribution	Half-yearly

See footnote 1

Transcript

See footnote 2

Transcript

Platforms

The Invesco Wholesale Global Opportunities Fund - Unhedged is available on the following platforms:

Asgard
BT Panorama
HUB24
Insignia Financial
Macquarie Wrap (IDPS only)
Mason Stevens
Netwealth
North (unhedged)
Powerwrap

Data as at 31 March 2024, unless stated otherwise
1
The rating issued May 2024 for GTU0102AU is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The ratings are not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
2
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned GTU0102AU – 28 November 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.