Invesco Global Focus Z Acc
- Citicode
- GUXK
- Launch Date
- 12-11-2012
- Fund Size
- £112,071,802
- Yield
- 0.00%
- Ongoing Charge
- 0.70%
- Fund Managers
- John Delano
Fund Objective
The objective of the Fund is to achieve long-term (5 years plus) capital growth. 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. The Fund is not constrained by a benchmark and has a flexible approach with no inbuilt bias to country or sector investing in a typically concentrated portfolio of 30-40 stocks.
Top 10 Holdings
Asset Class
Fund Manager
John Delano
Start Date
05-07-2022
Bio
John Delano serves as a senior portfolio manager of the Global Equity strategy. He joined the firm in May 2007 as a senior research analyst with the Growth Equity Investment team specializing in the consumer discretionary and staples sectors for mid- and large-cap growth. He joined the Global Equity team in October 2010. Before joining the firm in May 2007, John worked at Putnam Investments as an analyst covering large-cap growth focusing on hardware, software and telecommunication services. During his nine-year tenure at Putnam Investments, John was also a derivatives analyst as well as an equity analyst focusing on retail. Prior to that, he worked as a trader at NationsBanc–CRT. John holds a B.S. in civil engineering from the University of Virginia and an M.B.A. from Duke University. Mr. Delano is also a CFA charterholder.
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.