Global equities

Global equities

We are bottom-up stock pickers that seek to identify quality companies at attractive prices, run by aligned managers. We invest across sectors and industries, building high conviction, diversified portfolios that are focused on long term client outcomes.

Why invest in global equities?

By investing globally, clients allow themselves the opportunity to invest in some of the most dynamic and exciting businesses in the world – irrespective of domicile. This wide universe allows our investment team to focus on building client portfolios without compromise. 

How we invest

We focus on sustainable, long-term winners that are mispriced or underappreciated by the market. 

Investment process

The teams’ IDEAS framework provides a robust and repeatable process, that focuses on rigorous bottom up research. Augmented by collaboration and challenge.

Investment process

Manager video updates

Global Equity Income

 

 

In this video update, Stephen Anness provides an update on the Invesco Global Equity Income Fund (UK)

Global Equity

In this video update, Andrew Hall and Emily Roberts discuss their philosophy and process, how they manage risk, and their learnings from taking on a new strategy during the height of a global pandemic.

Capabilities

The range of investment strategies and investment vehicles managed by our team are designed to meet the varying requirements of investors.

Vehicle Asset class Region Focus Managed by
UK ICVCs        
Invesco
Global Equity Fund (UK)
Equities Global Income & Capital Growth Andrew Hall
Invesco
Global Equity Income Fund (UK)
Equities Global Income & Capital Growth Stephen Anness & Joe Dowling (Deputy)
Investment trust
Invesco Select Trust Plc
Global Equity Income Share Portfolio
Equities Global  Income & Capital Growth Stephen Anness
SICAVs
Invesco
Global Equity Income Fund
Equities Global  Income & Capital Growth Stephen Anness & Joe Dowling (Deputy)
Invesco
Global Founders & Owners Fund
Equities Global  Capital Growth Joe Dowling
success failure

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Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. For complete information on risks, refer to the legal documents.

    ICVCs

    Invesco Global Equity Fund (UK): The Fund may use Stock Connect to access China A Shares traded in mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risk. 

    Invesco Global Equity Income Fund (UK): As one of the key objectives of the fund is to provide income, the ongoing charge is taken from capital rather than income. This can erode capital and reduce the potential for capital growth.

    Invesco Global Smaller Companies Fund (UK): The Fund may use Stock Connect to access China A Shares traded in mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risk. The fund invests in smaller companies which may result in a higher level of risk than a fund that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.

    Investment trust

    Invesco Select Trust plc - Global equity income share portfolio: The product invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.

    SICAVs

    Invesco Developed Small and Mid-Cap Equity Fund: Investments in small and medium sized companies involve greater risks than those customarily associated with larger companies.

    Invesco Global Founders & Owners Fund: The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the fund. The fund invests in a limited number of holdings and is less diversified. This may result in large fluctuations in the value of the fund. As a portion of the fund may be exposed to less developed countries, you should be prepared to accept large fluctuations in the value of the fund.

    Invesco Global Small Cap Equity Fund: The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the fund. This is a small companies fund, you should be prepared to accept a higher degree of risk than a fund that invests in larger companies. As a portion of the fund may be exposed to less developed countries, you should be prepared to accept large fluctuations in the value of the fund.

Important information

  • This marketing communication is for Professional Clients only.

    Data as at 31.10.2023, 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.

    By accepting this material, you consent to communicate with us in English, unless you inform us otherwise.

    For the most up to date information on our ICVC funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the ICVC ISA Terms and Conditions, the financial reports and the Prospectus, which are available using the contact details shown. For details of fund specific risks, please refer to the relevant Key Investor Information Documents/Key Information Documents.

    For more information on our SICAV funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the financial reports and the Prospectus, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements.

     

    EMEA3240131/2023