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Invesco Asia Balanced A Acc USD

Ranked 1 out of 4 in - Balanced Other over 12 months
All calculations are in EUR unless stated

Managed by

Ken Hu

Ken Hu, CFA, CPA is in charge of Asia fixed income investments at Invesco Asset Management, based in Hong Kong. He deals in China onshore and offshore bonds and Indian local currency bonds, using a benchmark-aware investment style. He joined the firm in 2014 and prior to this was in charge of global fixed income investments at Bank of China (Hong Kong) Asset Management. He graduated from the University of Wisconsin, Madison and Hong Kong University of Science & Technology with a degree in Finance.

Mike Shiao

Mike Shiao has been managing money for more than 15 years and is currently based in Hong Kong where he manages funds for Invesco dealing in Chinese equities, using a core blend investment style. Mike graduated with a BSc from the National Chung Hsing University and an MSc from Drexel University having studied Finance.

Objective

The primary objective of the Fund is to generate income from investment in Asia-Pacific equities and debt securities (excluding Japan). The Fund will also aim to provide longterm capital appreciation. The Fund will invest primary in a diversified portfolio of equities and debt securities in the Asia-Pacific region (excluding Japan). Included in this category are listed real estate investment trusts ("REITs") in Asia-Pacific ex Japan.

Showing fund performance in Netherlands View performance globally

Performance

Balanced Other over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5% 3.6%
2017 -0.3% 2.8% -4.2% -0.1% 1.4%
2016 5.3% -3.5% 3.8% 2.8% 2.3%
2015 2.7% 14.3% -6.1% -8.6% 4.7%
2014 18.6% 2.7% 5.8% 6.6% 2.4%
2013 -2.9% 8.5% -7.9% -0.4% -2.4%
2012 15.1% 6.2% 2.9% 4.0% 1.2%
2011 -3.8% -6.1% -2.0% -3.0% 7.8%
2010 29.0% 10.0% 8.5% 2.5% 5.4%
2009 38.2% 5.3% 13.9% 9.7% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Guernsey
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date31/10/2008
  • Share Class size202Mn
  • Base currencyUSD
  • ISIN LU0367026217

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

Related News

A-rated equity veteran steps back from Invesco fund

Asian specialist relinquishes role on balanced regional strategy.

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