Article

Global Equity: manager update

Global Equity Income: manager update
Scroll down to watch the manager update Video

In this video update, Andew Hall provides an update on the Invesco Global Equity Fund (UK) covering:

0.23: Tell us about your philosophy when it comes to investing. What are you looking for in a stock?

2.27: What kind of environment is your fund likely to benefit in and what types of markets do you think it would underperform in?

5:04: What was the last stock you bought and what was the last thing you sold?

6:58: What are you concerned about right now and how does you mitigate those risks

8:13: How did the fund perform over the last 12 months?

Want to know more?

Find out more about Andrew Hall and the Invesco Global Equity Fund (UK).

To find out more about the Global Equities team and the other ICVCs and SICAVs they manage, please visit the team page here.

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.

    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 may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund. Although the Fund invests mainly in established markets, it can invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise. 

Important information

  • All information correct as at 31 October 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.

    For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, and the Prospectus, which are available on the website.

    If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.

    RO3197500