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Invesco Euro Structured Equity Z Acc

Ranked 24 out of 56 in - EuroZone over 12 months
All calculations are in GBP unless stated

Managed by

Thorsten Paarmann

Thorsten Paarmann was born in Berlin in 1974. He studied at the Berlin School of Economics and the Anglia Business School graduating with a degree in European business administration. He started his career in the financial services in at Cominvest Asset Management GmbH as a product manager for a range of institutional pooled funds. In 2004 he joined Invesco where he currently works as a senior portfolio manager. He runs a number of funds, the largest being the Invesco Pan European Structured Equity Fund. Outside of fund management, he unwinds by playing a variety of sports including football and table tennis.

Alexander Uhlmann

A member of the CFA society of Germany, Alexander Uhlmann graduated from the Frankfurt School of Finance & Management with a degree in Finance. Today, he is based in Frankfurt where he is a portfolio manager at Invesco Perpetual. He has been with the firm since 1997 and currently manages the Invesco Emerging Market Quantitative Equity Fund and the Invesco Global Absolute Return Fund dealing in global long-short multi-assets, using a fundamental and systematic approach.

Objective

The Fund intends to achieve its objective by investing a minimum of 90% of the net asset value to equities of Euro Zone markets.The portfolio is constructed using an optimisation process that takes into account the calculated expected returns of each stock as well as risk control parameter. Up to 10% of the net asset value of the Fund may be invested in aggregate in cash and cash equivalents, money market instruments or equity and equity related instruments issued by companies or other entities not meeting the above requirements.

Showing fund performance in United Kingdom View performance globally

Performance

EuroZone over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 19.9% 7.4% 7.8% 1.7% 1.9%
2016 19.3% 1.5% 2.5% 11.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date07/10/2015
  • Share Class size33Mn
  • Base currencyEUR
  • ISIN LU1290960985

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).