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Invesco European Growth Equity A Acc EUR

Ranked 136 out of 203 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Jason T Holzer

Jason Holzer, CFA is based in Austin, Texas where he is a senior portfolio manager at Invesco. He has been with the firm since 1994 and prior to this he was an associate at JMB Realty. He is responsible for managing the Invesco European Growth Fund, European Small Company Fund, Global Small & Mid-Cap Growth Fund and International Small Company Fund dealing in equities, using quality growth and small-cap strategies. Jason graduated from Stanford University with degrees in Quantitative Economics and Engineering Economic Systems.

Clas G Olsson

Objective

The Fund's investment objective is long-term capital growth. The Fund seeks to meet its objective by investing at least 70% of its total assets in equity and equity related securities of European companies. Up to 30% of the total assets of the Fund may be invested in aggregate in cash and cash equivalents, money market instruments, equity and equity related securities issued by companies or other entities not meeting the above requirements or in debt securities (including convertible bonds) of issuers worldwide.

Showing fund performance in Netherlands View performance globally

Performance

Europe over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2% 1.8%
2017 12.5% 4.9% 1.8% 2.8% 2.5%
2016 -1.0% -5.2% -4.2% 4.5% 4.3%
2015 15.4% 14.8% 0.7% -7.0% 7.2%
2014 6.0% 1.4% 4.7% -0.9% 0.8%
2013 19.0% 8.0% -1.5% 6.6% 5.1%
2012 18.3% 9.5% -1.4% 7.5% 1.9%
2011 -3.7% -0.7% 0.3% -10.8% 8.5%
2010 18.7% 6.6% -1.2% 4.9% 7.4%
2009 34.4% -6.9% 19.0% 14.4% 6.1%
2008 -46.0% -17.4% -6.3% -12.7% -20.2%
2007 4.0% 5.0% 4.4% -2.7% -2.6%
2006 24.0% 11.8% -3.7% 4.5% 10.3%
2005 25.7% 5.6% 5.6% 8.1% 4.3%
2004 1.8% 5.7%

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. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date30/06/2004
  • Share Class size18Mn
  • Base currencyEUR
  • ISIN LU0194779913

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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