Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund Z Annual Dis EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.5 | 15.4 | -6.9 | 10.9 | 9.5 |
![]() | +/-Cat | -5.8 | 0.1 | 1.4 | -0.7 | 3.5 |
![]() | +/-B’mrk | -4.1 | -2.2 | -2.3 | -2.3 | 2.0 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | EUR 14.63 | |
Day Change | 1.24% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU1297948447 | |
Fund Size (Mil) 31/07/2024 | USD 1050.96 | |
Share Class Size (Mil) 13/08/2024 | EUR 37.86 | |
Max Initial Charge | - | |
Ongoing Charge 23/04/2024 | 0.89% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
Invesco Sustainable Pan European Structured Equity is managed by a well-equipped quantitative team, but its newly modified process is too constrained in our view. The strategy earns Morningstar Analyst Ratings of Neutral across all share classes.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 22 |
Performance | |
Price |
Investment Objective: Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund Z Annual Dis EUR |
The Fund aims to achieve long-term capital growth. The Fund seeks to achieve its objective by investing primarily in a diversified portfolio of equities or equity-related securities of companies: - with their registered office in a European country or exercising their business activities predominantly in European countries which are listed on recognised European stock exchanges, and - which meet the Fund’s environmental, social and governance (ESG) criteria with a particular focus on environmental issues. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Viorel Roscovan 31/05/2023 | ||
Tim Herzig 31/05/2023 | ||
Click here to see others | ||
Inception Date 11/11/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund Z Annual Dis EUR | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 2.26 |
![]() | ![]() | 2.20 |
![]() | ![]() | 2.19 |
![]() | ![]() | 2.10 |
![]() | ![]() | 1.87 |
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Invesco Funds - Invesco Sustainable Pan European Structured Equity Fund Z Annual Dis EUR |