Invesco Global Equity Income Z Inc
- Citicode
- GUXJ
- Launch Date
- 12-11-2012
- Fund Size
- £843,119,284
- Yield
- 1.68%
- 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
Joe is a fund manager for the Henley-based Global Equities team, managing portfolios in the global founders & owners and global equity income & growth strategies.After working for Invesco over two separate internships whilst studying at Bath University, Joe returned to work as an analyst for the Henley-based Global Equities team full-time in July 2013. During his internship, he rotated through the Henley investment community’s global equity, global equity income and global smaller companies groups.Joe holds a BSc in Business Administration from the University of Bath and the Investment Management Certificate from the CFA Society of the UK.
Fund Manager
Stephen Anness
Start Date
31-12-2019
Bio
Stephen is head of the Henley-based Global Equities team and manages multiple portfolios in the global equity income & growth strategy.Stephen began his investment career at Invesco within the Henley-based UK Equities team 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 the management of his first UK fund in 2008, before moving to the Henley-based Global Equities team at the end of 2012. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global equity income strategy in December 2019, having previously managed the team's global opportunities strategy.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
Disclaimer:
Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.