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Invesco Global Diversified Companies Series A

Ranked 1763 out of 3373 in - Global over 12 months
All calculations are in USD unless stated

Objective

Trimark Global Fundamental Equity Fund seeks to achieve strong capital growth with a high degree of reliability over the long term. The Fund invests primarily in equities of companies anywhere in the world.

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

Performance

Global over : 30/11/2017 - 30/11/2018
  • Rank 1763/3373 Total Return
  • Rank 2797/3373 Standard Deviation
  • Rank 2302/3373 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% 1.1% 2.5%
2017 23.5% 7.7% 3.5% 4.5% 6.1%
2016 6.9% 2.7% 2.3% 4.7% -2.9%
2015 -3.0% 1.6% 2.0% -13.8% 8.6%
2014 1.5% 1.3% 4.4% -4.7% 0.8%
2013 21.9% 7.6% -1.9% 7.7% 7.3%
2012 17.7% 12.3% -3.6% 6.2% 2.3%
2011 -4.7% 0.3% 2.4% -14.9% 9.1%
2010 9.4% 3.4% -11.9% 10.9% 8.4%
2009 20.8% -11.8% 13.5% 14.1% 5.8%
2008 -42.0% -7.4% -6.9% -10.5% -24.8%
2007 -1.0% 4.8% 4.6% -5.3% -4.6%
2006 24.2% 8.4% -0.3% 5.2% 9.2%
2005 5.3% -3.1% 0.7% 2.7% 5.1%
2004 13.2% 1.4% 2.9% -3.5% 12.4%
2003 31.0% -4.6% 18.3% 4.5% 11.1%
2002 -5.3% 8.8% -2.9% -13.4% 3.4%
2001 3.4% -3.7% 6.1% -11.9% 14.8%
2000 7.0% -1.6% 3.0% -0.2% 5.6%
1999 22.8% 3.7% 9.9% -2.1% 10.0%
1998 -2.0% 8.2% -4.3% -18.5% 16.2%
1997 7.9% 1.4% 11.5% 4.6% -8.7%
1996 13.5% 6.0% 1.4% -0.4% 5.9%
1995 17.5% 2.9% 6.8% 6.4% 0.4%
1994 7.1% -0.6% -0.6% 8.6% -0.3%
1993 22.2% 5.8% 3.2% 3.4% 8.2%
1992 32.4% -2.9% -0.5% 30.3% 5.2%
1991 1.3% 0.2% 1.5% 0.9% -1.2%
1990 2.0% -1.0% 0.3% 0.8% 1.9%
1989 1.5% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date01/05/1989
  • Share Class size1,156Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

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