Invesco Wholesale Global Opportunities Fund - hedged - Class A
The Fund aims to provide long-term capital growth through a portfolio of global equities. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio.
The Fund aims to provide long-term capital growth through a portfolio of global equities.
Fund strategy
The underlying Fund is managed by Andrew Hall and the Global Equities team in the Henley Investment Centre in the United Kingdom. The team uses a fundamental, bottom-up approach, driven by valuation, building a concentrated, 'best ideas', high conviction global equity portfolio. The team builds a 40-65 stock portfolio selected from global equity securities listed in developed or developing markets that generally have a minimum market capitalisation of US$1 billion.
The Fund invests in global equity securities listed in developed or developing markets that generally have a minimum market capitalisation of US $2 billion.
The investment approach is active and research driven. Invesco looks to identify significantly undervalued companies and leverage these opportunities through a primarily bottom-up, fundamentally driven, unconstrained investment process. The team looks to identify companies with attractive valuations that deliver sustainable returns through the economic cycle, as well as companies with strong financial characteristics, strong franchises and management that is focused on disciplined capital allocation.
With a strong emphasis on valuation, when considering a security Invesco looks to identify where there is asymmetry between the expected rewards and risks taken. In order to understand the risks faced, the impact of top-down factors on companies are also considered.
The underlying investments are managed by Invesco’s Henley office (United Kingdom), with supervision and monitoring undertaken by our Melbourne office.
The underlying portfolio generally holds between 40 and 65 stocks. The Fund is permitted to borrow and to grant security over its assets. We do not intend to borrow or raise money in connection with the Fund for investment purposes, but may from time to time borrow for administrative purposes such as to cover timing differences between settlement of sales and purchases of underlying securities, and funding withdrawals.
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Investments can go up and down. Past returns are not a reliable indicator of future returns. Future returns may be affected by a range of factors including economic and market influences.
Invesco does not guarantee that the fund will achieve its objective or performance targets.
This is general information only and does not take into account your individual objectives, taxation position, financial situation or needs. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. A Product Disclosure Statement (PDS) and Target Market Determination for any Invesco fund referred to here is available from Invesco. You should read the PDS and consider whether a fund is appropriate for you before making a decision to invest.
Invesco is authorised under its licence to provide financial product advice, deal in financial products and operate registered managed investment schemes. If you invest in an Invesco Fund, Invesco may receive fees in relation to that investment. Details are in the PDS. Invesco’s employees and directors do not receive commissions but are remunerated on a salary basis. Neither Invesco nor any related corporation has any relationship with other product issuers that could influence us in providing the information contained in this document.
Investments in the Invesco funds are subject to investment risks including possible delays in repayment and loss of income and principal invested. Neither Invesco nor any other member of the Invesco Ltd Group guarantee the return of capital, distribution of income, or the performance of any of the Funds. Any investments in the Funds do not represent deposits in, or other liabilities of, any other member of the Invesco Ltd Group.
While any Invesco fund referred to in this document may consider Environmental, Social and Governance (ESG) aspects to better manage risks and improve returns, it is not bound by any specific ESG criteria. The fund may invest across the ESG spectrum and will not necessarily exclude companies with controversial business areas – such as those with significant revenues from coal, fossil fuel, nuclear power, weapons and tobacco – from the investable universe. Information used to evaluate ESG factors may not be readily available, complete or accurate. ESG factors may vary across types of investments and issuers, and not every ESG factor may be identified or evaluated. There is no guarantee that the evaluation of ESG considerations will be additive to the fund’s performance.
Invesco has taken all due care in the preparation of this information. To the maximum extent permitted by law, Invesco, its related bodies corporate, directors or employees are not liable and take no responsibility for the accuracy or completeness of this information and disclaim all liability for any loss or damage of any kind (whether foreseeable or not) that may arise from any person acting on any statements contained in this information.
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Invesco Ltd is a leading independent global investment firm solely focused on investment management. We direct all our intellectual capital, global strength and operational stability towards helping investors achieve their long-term financial objectives.
Headquartered in Atlanta, USA, the firm has assets under management of approximately A$2.41 trillion (as at 31 December 2023) and is listed on the New York Stock Exchange (NYSE Code IVZ). Invesco has solid financials and a strong balance sheet. Founded in 1935, today Invesco Ltd has an on-the-ground presence in more than 20 countries, serving clients in more than 120 countries. Invesco Ltd has 8,400+ employees worldwide including more than 850 investment professionals. Invesco’s clients benefit from a commitment to investment excellence, a strong depth of investment capabilities, and organisational strength.
Invesco’s specialised active offerings for Australian investors include Australian equities (quantitative; long-only, smaller companies); fixed income and private credit (senior secured loans, global aggregate, direct lending, distressed credit); global equities (quantitative, fundamental high conviction); and alternatives (direct property – equity and debt, balanced risk). Invesco also manages global and Australian passive index mandates for Australian investors.
Andrew joined the company in May 2013 to work with Stephen Anness on the Henley Investment Centre's global opportunities strategy.
Andrew began his career in October 2000 in Equity Sales at UBS Warburg. He developed relationships with key UK-based institutional and hedge fund investors, including the Henley-based UK Equities team. In 2007 he moved to Merrill Lynch to help grow its UK equities franchise. In May 2009, he took on his first ‘buy-side’ role as a European equities analyst at Moore Europe Capital Management. Most recently, Andrew was a Partner at Bramshott Capital LLP, a spin-off of Moore Europe Capital Management.
Andrew holds a BSc in Economics from Nottingham University and the Investment Management Certificate from the CFA Society of the UK.
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