A high-quality portfolio of global companies
Seeking superior businesses, with strong balance sheets, run by trusted and aligned management teams, the Invesco Wholesale Global Opportunities Fund offers investors access to a high-quality portfolio of 40-65 global companies, diversified by sectors and regions. The Fund aims to benefit from the compounding power of fundamentally good companies to deliver long-term capital growth.
Why invest?
Investment approach
We are big believers in the role of behavioural finance in markets. The Fund’s investment team’s philosophy is designed to allow it to profit from the rare opportunities that the market throws up, to identify sound businesses that are not priced as such.
Stock selection is the predominant driver of returns, and the portfolio’s avoidance of excessive factor or style exposure provides opportunity to outperform in different market conditions. The Fund is actively managed and employs an unconstrained, bottom-up stock selection approach based on fundamental research. Top-down factors are considered at a company level to assess the drivers of a business and its position within the industry, as well as the potential impact of the macroeconomic environment in which a company operates.
Meet the investment team
The Fund is managed by a team with expertise in forensic accounting and behavioural finance
Meet our Global Opportunities Fund Manager, Andrew Hall
More Fund information
For fund performance, holdings and documentation, click on the relevant unit class below
Invesco’s Andrew Hall on Compounders, Improvers & Global Investing Strategy
In this Australian Investors Podcast Owen Rask and Andrew Hall discuss:
- Invesco’s global investment process and strategy
- Why 80% of the fund targets compounders, and 20% improvers
- How the Invesco Global Opportunities Fund is built and managed
- Lessons learned from crises like COVID-19 and the GFC
- How Andrew uses data, discipline and team introspection to manage money globally
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.
