Offering investors a broad range of actively managed equities through a diversified global platform.
Our fundamental equities platform manages US$270+ billion in client assets.
125 investment professionals located in offices across Europe, North America, and Asia.
We offer a broad range of client solutions across 75 different strategies.
Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors:
We seek the best opportunities in the UK market aiming to deliver the best possible outcomes for our clients. We offer a range of open-ended funds and investment trusts, which span the market cap spectrum.
Capturing investment opportunities from across Europe. All our European equity funds share a common approach that is grounded in valuation-driven, active management.
Invesco has been a trusted partner and leader in global investing for more than 50 years. Our array of product offerings, including global, international, and emerging market equities, is designed to meet a diverse set of investor needs.
Embrace the growth potential of the world's fastest-advancing economies. Home to the vast majority of the world's population, Asia and the emerging markets offer investors a world of untapped potential.
Our thematic strategies look for opportunities in companies reshaping the future. Our world is constantly evolving, and we seek to invest in some of the most powerful trends driving change.
Discover how we find value in mispriced opportunities.
Equities: An improving landscape in the year ahead
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
Three compelling reasons to consider S&P 500 Equal Weight
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
Four key takeaways from our equities outlook webinar
Last month we hosted an exclusive equities webinar diving into some of our investment philosophies and processes. John Surplice, answers some of the most interesting questions raised on the day.
UK smaller companies: review and outlook
Markets were relatively volatile during the quarter, with investors being pulled between the negatives of geopolitics and weaker industrial demand, and the potential benefit of lower interest rates.
Invesco Global Equity Core Strategy – Video update
Andy Hall and Emily Roberts, fund managers, speak to Sid Shah, Product Director, to provide an update on how they are currently positioning the Invesco Global Equity Core Strategy.
Fundamental equity strategies typically focus on the health of a company’s business when investing in individual stocks. Systematic equity strategies, meanwhile, employ structured, rules-based quantitative models and algorithms to make investment decisions.
It involves analyzing a company’s fundamental strength through earnings, profit margins, intangible assets, competitive moat, and other factors. In other words, a company’s fundamentals determine which stocks are the most attractive for investing.
Yes, value is one of the oldest, well-known fundamental approaches to investing. Value investors typically look for undervalued companies by examining fundamental metrics like the price-to-earnings (P/E) ratio.
Other approaches that typically fall under fundamental equity investing include investing in companies with high growth, revenue, cash flow, and dividends. Growth investors usually focus on companies with higher P/E ratios that are growing revenue quickly. While income investors who want exposure to more stable, mature companies may target the strategy’s dividend aspect.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
All information is provided as at 31 March 2024, sourced from Invesco unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
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