“Our philosophy is designed to allow us to profit from the rare opportunities that ‘Mr Market’ throws up, to identify sound businesses that are not priced as such.”
Andrew Hall, Fund Manager
VALUATION OPPORTUNITIES
Invesco Global Equity Fund (UK)
A valuation led global equity fund focused on sustainable, long-term winners that are mispriced or underappreciated by the market.
The opportunity in global equities
In the current volatile market environment, active management and generating alpha is important to generate positive real returns. Globally diversified, and without significant factor or style biases, the Invesco Global Equity Fund (UK) is set up to navigate different investment environments.
Large opportunity set
The global investment universe enhances the opportunity set and benefits diversification.
Solid investment process
High conviction bottom-up approach with a clearly defined philosophy and a robust, repeatable process.
Risk mitigation
We aim to mitigate risk by rigorous fundamental research and granular analysis of accounting quality and balance sheets.
Why this fund?
A globally diversified and valuation led equity portfolio fund which aims to deliver idiosyncratic alpha over the investment cycle.
The fund’s investment philosophy is simple: own superior businesses, with strong balance sheets, run by trusted and aligned managers…then you let the power of compounding do its job.
Underneath this simple philosophy lies a robust, repeatable process built to identify, assess, and incorporate suitable ideas into a diversified portfolio of around 50-60 holdings.
Risk management is embedded through every stage of the investment process and we focus on mitigating downside risk by
- rigorous fundamental industry and company research and
- granular analysis of accounting quality and balance sheets
Access the Invesco Global Equity Fund (UK) product page to view KIDs/KIIDs and factsheets.
Fund managers
The portfolio is managed by Andrew Hall and Emily Roberts out of Henley-on-Thames. Andrew has over 20 years of industry experience and Emily over 10 years.
FAQs
Global investing enables you to access investment opportunities that are not present domestically. Spreading your investments across geographies also benefits diversification, as volatility in one market is likely not affecting other markets. Thus, by investing globally you increase the potential for returns while reducing risk at the same time.
You can invest in the global stock market by investing in actively managed mutual funds or exchange traded funds (ETFs). Invesco offers a broad range of actively managed funds and ETFs.
We identify stocks with valuations that have not been reflected by the market but whose future prospects may be recognised by it later. We have no preconceived style bias towards stocks, sectors or countries, rather we look for the best investments at any point in time.
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