Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Invesco Macro Allocation Strategy A Acc EUR

Ranked 11 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Scott E. Wolle

Scott Wolle was born in Philadelphia in 1969. He joined Invesco in 1999 and the asset allocation team in 2000. Scott began his investment career in 1991 and was with Bank of America prior to joining Invesco. Scott’s career includes fundamental and quantitative research responsibilities covering the major asset classes with a focus on equity markets and commodities. He received his bachelor in finance from Virginia Tech and received his MBA from the Fuqua School of Business at Duke University. Scott holds the Chartered Financial Analyst designation. Outside fund management, among other hobbies, he is keen on golf, tennis and music.

Objective

The Fund aims to achieve a positive total return over a market cycle with a low correlation to global equities. The Fund seeks to achieve its objective through a strategic and tactical asset allocation to three asset classes: equities, debt and commodities. Firstly, the Investment Manager will balance the risk contribution from each of the asset classes to build the strategic allocation. Secondly, the Investment Manager will tactically shift the allocations to each of the asset classes based on the market environment.

Showing fund performance in Hong Kong View performance globally

Performance

Global Macro over : 30/09/2017 - 30/09/2018
  • Rank 11/48 Total Return
  • Rank 17/48 Standard Deviation
  • Rank 12/48 Max Drawdown
Fund Name Currency Risk
15 La Francaise Allocation I EUR

4.6

16 Unifond Global Macro, FI EUR

4.9

17 Invesco Macro Allocation Strategy A Acc EUR EUR

5.2

18 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3

19 H2O Adagio R C EUR

5.4

Fund Name Currency Loss
10 H2O Euroaggregate R EUR

-3.4%

11 Alessia Absolute Return Macro R EUR

-3.6%

12 Invesco Macro Allocation Strategy A Acc EUR EUR

-3.9%

13 BlueBay Global Sovereign Opps I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

14 Jupiter JGF Strategic Total Return L EUR Acc EUR

-4.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 2.1% -1.3%
2017 7.8% 0.6% 0.0% 3.0% 4.1%
2016 7.8% -0.1% 2.2% 3.3% 2.3%
2015 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland

Fund Info

  • Launch date16/09/2015
  • Share Class size109Mn
  • Base currencyEUR
  • ISIN LU1233164364

Purchase Info

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

Charges

  • Initial investment5.00%

Related News

Newly-rated managers making their mark in Alt Ucits

A closer look at the outperformers running alternative strategies.

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