Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Invesco Global Equity Income A USD MD-1 (Reinvest)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.03.31
[{"name":"Rolls-Royce Holdings PLC","y":5.27},{"name":"3i Group Ord","y":5.13},{"name":"Canadian Pacific Kansas City Ltd","y":4.62},{"name":"Coca-Cola Europacific Partners PLC","y":4.11},{"name":"Microsoft Corp","y":4.04},{"name":"AIA Group Ltd","y":3.59},{"name":"Texas Instruments Inc","y":3.47},{"name":"UnitedHealth Group Inc","y":3.47},{"name":"Novo Nordisk AS Class B","y":2.89},{"name":"Standard Chartered PLC","y":2.79}]
Item
Percentages
1. Rolls-Royce Holdings PLC
5.27
2. 3i Group Ord
5.13
3. Canadian Pacific Kansas City Ltd
4.62
4. Coca-Cola Europacific Partners PLC
4.11
5. Microsoft Corp
4.04
6. AIA Group Ltd
3.59
7. Texas Instruments Inc
3.47
8. UnitedHealth Group Inc
3.47
9. Novo Nordisk AS Class B
2.89
10. Standard Chartered PLC
2.79
Fund Information
Data Updated On 2025.04.26
Investment Objective
The Fund aims to generate a rising level of income, together with long-term capital growth, investing primarily in global equities. In pursuing this objective, the Investment Manager may include investments that they consider appropriate which include Transferable Securities, Money Market Instruments, warrants, UCIs, deposits and other permitted investments.
Key Facts
ISIN
LU1097692070
Asset Class
Equity Fund
Fund Category
Global Equity Income
Geography
Global
Risk Rating
High
Morningstar Rating
Currency
USD
Fund Size
USD 689,121,048.00
Price
11.89
Nav Date
2025.04.24
Change(%)
-0.59
Net Asset Value
11.89
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.44
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2025.04.01
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Invesco Asset Management Asia Limited
Establish Date
2014.12.10
Fund Manager
Stephen Anness
Fund Manager (Start Date)
2019.12.31
Fund Manager Intro
Stephen joined Invesco in July 2002 where he began his investment career. After graduating he joined Invesco Perpetual as a Trainee Analyst. Since then, Stephen's role has developed as he gained more experience. Having come through the ranks of the UK Equities team, absorbing its methodology and approach, Stephen became a fully fledged fund manager in September 2004 managing the UK portion of a variety of Pan European mandates.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.40
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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