Invesco Latin American Z Acc
- Citicode
- GUUU
- Launch Date
- 12-11-2012
- Fund Size
- £267,104,241
- Yield
- 1.86%
- Ongoing Charge
- 0.75%
- Fund Managers
- Charles Bond
James McDermottroe
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 incorporated, domiciled or carrying out the main part of their economic activity in Emerging Markets (excluding China). 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, sector or company size.
Top 10 Holdings
Asset Class
Fund Manager
Charles Bond
Start Date
31-03-2022
Bio
Charles is a fund manager for the Henley-based Asian & Emerging Market Equities team’s global emerging market equities strategy. Charles joined Invesco in April 2012 having started his investment career within the fund research team at Chelsea Financial Services in January 2011. He holds a BSc (Honours) in International Relations from the University of Manchester and the Investment Management Certificate from the CFA Society of the UK.
Fund Manager
James McDermottroe
Start Date
31-07-2022
Bio
James is a Fund Manager for the Henley-based Asian and Emerging Market Equities team.Joining Invesco in August 2013 as an intern, James undertook internships with the Henley Emerging Market Equities and US Equities teams before becoming a permanent member of the investment team in December 2013. He holds an MSc in Finance and Banking and a BSc honours degree in Mathematics from the University of Bath, and the Investment Management Certificate from the CFA Society of the UK.
Data source:
All financial data is supplied by FE
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