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Invesco European Small Company Fund;A

Ranked 206 out of 228 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Borge Endresen

Borge Endresen is a CFA Charterholder and graduated from the University of Oregon & University of Texas at Austin. Currently, he is a senior portfolio manager at Invesco where he has worked since 1999. Prior to this he was an associate financial consultant at Merrill Lynch. Borge is responsible for managing the Invesco Developing Markets Fund, the Invesco European Small Company Fund and the Invesco International Small Company Fund dealing in equities, using quality growth, all-cap and small-cap strategies.

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.

Objective

The Fund seeks to provide long-term growth of capital. Invests primarily in marketable equity securities of European small companies. Securities may include common stocks, convertible bonds, convertible preferred stocks and warrants.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 4.1% -0.7%
2016 11.9% -2.2% -1.2% 8.0% 7.2%
2015 19.2% 12.9% 2.0% -0.9% 4.5%
2014 5.9% 6.8% 1.3% -3.0% 0.9%
2013 25.5% 8.3% 2.4% 9.5% 3.5%
2012 29.0% 13.9% -1.6% 9.5% 5.1%
2011 -9.3% -1.4% 0.1% -8.9% 0.9%
2010 26.8% 5.9% 0.5% 8.2% 10.1%
2009 50.0% 0.5% 24.0% 14.9% 4.7%
2008 -50.4% -12.0% -6.0% -16.4% -28.2%
2007 -2.7% 9.9% 5.9% -6.4% -10.6%
2006 32.5% 19.9% -3.9% -0.8% 15.9%
2005 57.3% 15.3% 10.8% 16.4% 5.8%
2004 33.3% 12.2% 4.9% 1.5% 11.6%
2003 36.4% -5.8% 15.7% 14.1% 9.7%
2002 -13.0% 9.4% -4.7% -16.9% 0.3%
2001 -17.3% -14.1% 1.9% -20.9% 19.4%
2000 -11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/08/2000
  • Share Class size187Mn
  • Base currencyUSD
  • ISIN US0088795952

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.90%
  • Initial investment5.5

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