Invesco Global Smaller Companies Fund (UK) (0P0000XBRC.L)
Toronto - Toronto Delayed Price. Currency in GBp (0.01 GBP)
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Invesco Global Smaller Companies Fund (UK)
43 Townsend Street
Georges Quay House
+44 207 065 4080
Management Information
,Lead Manager since July 30, 2023
Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyInvesco Fund Managers Limited
Net Assets556.78M
YTD Return5.65%
Yield0.66%
Morningstar Rating★★★★
Inception DateJul 25, 1994
Fund Operations
Last Dividend0.04
Last Cap GainN/A
Holdings Turnover152.98%
Average for CategoryN/A
Fees & Expenses
Expense0P0000XBRC.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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