Andy Hall and Emily Roberts, fund managers, introduce the Global Equity Core Strategy, their experiences of running the strategy to date as well as their philosophy and process.
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.
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.
Investing in global equities gives investors a simple way to build a diversified stock portfolio that can perform in different market conditions. Find out more.
Andy Hall and Emily Roberts, fund managers, provide a quarterly update on Invesco Global Equity Core strategy, discussing the markets, economy, and AI.
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 Strategy 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 Strategy 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 Strategy. The Manager, however, will ensure that the use of derivatives within the Strategy does not materially alter the overall risk profile of the Strategy.
Data as at 01/05/2024 unless stated otherwise. Views and opinions are based on current market conditions and are subject to change.
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.
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