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
More Fund information
For fund performance, holdings and documentation, click on the relevant unit class below
