Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Invesco Gl Inv Grade Corporate Bd Fd E EUR Hgd-Acc

Ranked 20 out of 20 in - Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Luke Greenwood

Luke Greenwood is a senior portfolio manager at Invesco Asset Management based in London. He joined the firm in 2000 and prior to this he worked for State Street. He currently deals in European, UK and global bonds. Luke graduated from City University London and Cass Business School with an Executive MBA and is a qualified IAQ/IMC.

Lyndon Man

CFA charter holder Lyndon Man graduated from Oxford University. Currently he is a portfolio manager at Invesco Asset management based in London and manages a number of funds for the firm dealing in global, Euro and UK bonds, using an active investment style.

Objective

The Fund intends to achieve, in the medium to long term, a competitive overall investment return with relative security of capital in comparison to equities. The Fund will invest at least two thirds of its total assets in investment grade corporate bonds. Up to one third of the total assets of the Fund may be invested in cash, cash equivalent securities and other debt securities. While it is not the intention of the Investment Adviser to invest in equity securities it is possible that such securities may be held as a result of a corporate action or other conversions.

Showing fund performance in Portugal View performance globally

Performance

Global Corporates over : 30/06/2017 - 30/06/2018
  • Rank 20/20 Total Return
  • Rank 3/20 Standard Deviation
  • Rank 16/20 Max Drawdown
Fund Name Currency Return
16 M&G Global Corporate Bond EUR A-H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

17 JPM Global Corporate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

18 Amundi Fds Bond Global Corporate - SHE-MD (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

19 BGF Global Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

20 Invesco Gl Inv Grade Corporate Bd Fd E EUR Hgd-Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Fund Name Currency Risk
1 Rubrics Global Credit UCITS E EUR EUR

1.3

2 Barclays GA - Global Corporate Bond M Acc EUR EUR

1.9

3 Invesco Gl Inv Grade Corporate Bd Fd E EUR Hgd-Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

4 Deutsche Invest I Multi Credit FCH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

4 PARVEST Sustainable Bond World Corporate H EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

Fund Name Currency Loss
14 Amundi Fds Bond Global Corporate - SHE-MD (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

15 JPM Financials Bond D Acc EUR EUR

-4.4%

16 Invesco Gl Inv Grade Corporate Bd Fd E EUR Hgd-Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.5%

17 Neuberger Berman Corporate Hybrid Bond EUR M Dis EUR

-4.6%

18 BGF Global Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% -1.8%
2017 2.0% 0.5% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Portugal
  4. Switzerland

Fund Info

  • Launch date23/02/2017
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1549404645
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

Related News

Invesco bond star ups risk with subordinated banks bets

Citywire A-rated manager David Todd gets constructive on the region’s banks and spies opportunity to boost holdings in European market.

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