Invesco Global Equity Income Z Acc
- Citicode
- GUXI
- Launch Date
- 12-11-2012
- Fund Size
- £757,894,150
- Yield
- 2.06%
- Ongoing Charge
- 0.87%
- Fund Managers
- Joe Dowling
Stephen Anness
Fund Objective
The objective of the Fund is to achieve income and capital growth over the long term (5 years plus). The Fund invests at least 80% of its assets in shares of companies globally. The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach based on stock selection driven by the fund manager’s assessment of valuation and invests in companies that enable the Fund to grow its dividend and deliver capital appreciation. The Fund is not constrained by a benchmark and has a flexible approach with no inbuilt bias to country, sector or company size.
Top 10 Holdings
Asset Class
Fund Manager
Joe Dowling
Start Date
28-02-2023
Bio
Having started his career with Invesco as an intern in 2011, Joe Dowling now serves as deputy manager of the Invesco Global Equities Income strategy and manager of the Invesco Global Founders & Owners Fund (Lux). Prior to joining the firm, Joe worked in M&A and Private Equity for an accountancy firm. Joe holds a BA in Business Administration from the University of Bath and as part of the program spent a year studying at the Mccombs School of Business at the University of Texas at Austin.
Fund Manager
Stephen Anness
Start Date
31-12-2019
Bio
Stephen is Head of the Henley-based Global Equities team and became lead manager for the Invesco Global Equity Income strategy on 1 January 2020. Prior to this he was lead manager for the Global Opportunities strategy from January 2013 to December 2019. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. Stephen began his investment career within the Henley UK Equities team, joining Invesco in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK ICVC in 2008, before moving to the Henley Global Equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.
Data source:
All financial data is supplied by FE
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