• Invesco Global Opportunities Fund

Invesco

  • Global
  • Large-Cap
  • Value

Invesco Global Opportunities Fund

IIOPX (Inactive Fund)

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of U.S. and foreign companies, and estimates some of those securities to pay dividends.

In addition, the team prefers companies that will gain a greater share of global GDP and have long-term economic drivers that serve as tailwinds for enduring growth.

Also, the team More

Price

Last Close

$15.33 ( +2.54 )

52 Week HL

$15.99 - $10

Net Assets

$6780 M

Expense Ratio

0.84 %

Sector Allocation

Jan 31, 2021

Top 10 Holdings

Mar 04, 2021

Company Name

  • Nektar Therapeutics
  • Advanced Micro
  • M3
  • Exact Sciences
  • Arrowhead Pharmaceuticals

Holding

  • 7.04
  • 5.28
  • 2.59
  • 2.54
  • 2.38

Company Name

  • Eurofins Scientific
  • Materialise ADR
  • 3D Systems
  • PeptiDream
  • Nevro Corp.
  • Total

Holding

  • 1.98
  • 1.95
  • 1.83
  • 1.86
  • 1.66
  • 29.11%

Manager

Name

Stephen Anness

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-

3 Year

-100%

5 Year

-100%

Best

38.22%
2013

Worst

-3.56%
2014

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -27.7% 11.5% 0.5% 7.5% 0.3% 3.1% -0.2% 9.1% -
Q2 - - 16.2% -1.3% 1.4% 7.3% -1% 3.9% 0.7% 3.9% -
Q3 - - -100% -0.1% -4.5% 7.2% 5.8% -11.6% -5.9% 10.8% -
Q4 - - - 11.7% -16% 3.1% 5.6% 3.3% 2% 9.1% -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 - - - - - - - - - - - -

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
IIOPX ---27%-28%11%-2%-4%38%-
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha ----2%-9%3%-2%-17%9%-

IIOPX S&P 500

Chart +