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Ratings & reports

Independent industry ratings and reports for our range of offshore funds.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Past performance is not a guide to future returns.

 

Fund ratings*

Invesco fund

Fund manager (since)

Morningstar S&P
Invesco ASEAN Equity Fund

William Yuen (Aug 06)

** A
Maggie Lee (Jan 11)
Invesco Asia Balanced Fund Maggie Lee
Frankie Tai (Oct 08)
**** A
Invesco Asia Consumer Demand Fund William Yuen
Samantha Ho (Mar 08)
**** A
Invesco Asia Infrastructure Fund Maggie Lee (Mar 06) *** A
Paul Chan (Jan 11)
Invesco Asia Opportunities Equity Fund Paul Chan (Jul 07) *** A
Maggie Lee (Jul 07)
Invesco Asian Equity Fund Stuart Parks (Feb 98) **** AA
Invesco Balanced Risk Allocation Fund Scott E Wolle (Sept 09) - A
Invesco Bond Fund Mark Nash (Jun 10) *** -
Invesco Continental European Equity Fund Jeff Taylor (Jan 97) *** AA
Invesco Continental European
Small Cap Equity Fund
Katharina Hoyland (Aug 07) *** -
Invesco Emerging Europe Equity Fund Liesbeth Rubinstein (Jul 08) - A
Invesco Emerging Local Currencies Debt Fund Claudia Calich (Dec 06) *** -
Invesco Emerging Markets Bond Fund Claudia Calich (Jun 04) *** A
Invesco Emerging Markets Equity Fund Dean Newman (Apr 07) *** -
Invesco Energy Fund

John Segner (Feb 01)

*** A
Invesco Euro Corporate Bond Fund Paul Causer
Paul Read  (Mar 06)
**** AA
Invesco Euro Inflation-Linked Bond Fund Jack Loudoun (Apr 07) * -
Invesco European Bond Fund Ella Hoxha (Apr 07) *** A
Invesco European Growth Equity Fund

Clas Olsson (Jun 04)

**** AA
Jason Holzer (Jun 04)
Invesco Euro Reserve Fund David Taylor (Jul 01) *** -
Invesco Gilt Fund Jack Loudoun (Apr 07) *** A
Invesco Global Bond Fund Stuart Edwards (Mar 10) *** -
Invesco Global Health Care Fund Derek Taner (Jan 06) *** A
Invesco Global High Income Fund Claudia Calich (Aug 05) **** A
Invesco Global Income Real Estate Securities Fund Joe Rodriguez ***** -
Paul Curbo (Oct 08)
Invesco Global Investment Grade Corporate Bond Fund David Todd (Sept 09) - A
Invesco Global Leisure Fund Mark Greenberg (Jan 96) ** -
Invesco Global Real Estate Securities Fund Joe Rodriguez ***** AA
Invesco Global Select Equity Fund Dana Love (May 04) *** -
Jeff Feng (Apr 11)
Michael Hatcher (Apr 11)
Darren McKiernan (Apr 11)
Invesco Global Small Cap Equity Fund Bob Yerbury (Apr 07) *** A
Invesco Global Small Cap Value Equity Fund Bob Yerbury (Jun 10) **** -
Invesco Global Structured Equity Fund Michael Fraikin (Feb 05) *** A
Invesco Global Value Equity Fund Paul Boyne (Jul 10) *** -
Invesco Global Technology Fund Lanny Sachnowitz (Mar 07) ** -
Invesco Global Telecom Fund Brian Miller (Mar 07) ** -
Invesco Greater China Equity Fund

Samantha Ho (Nov 04)

**** A
Paul Chan (Nov 04)
Invesco India Equity Fund

Maggie Lee (Dec 06)

** A
Chandrashekhar
Sambhshivan (Dec 06)
Invesco Japanese Equity Advantage Fund Tadao Minaguchi (May 06) ***** AA
Invesco Japanese Equity Core Fund Paul Chesson (Jan 97) ***** AA
Invesco Japanese Equity Fund Kiyohide Nagata (Oct 03) ** -
Invesco Japanese Small/Mid Cap Equity Fund Osamu Tokuno (Oct 03) ** A
Invesco Japanese Value Equity Fund Kunihiko Sugio (Dec 93) *** AA
Daiji Ozawa (Mar 07)
Invesco Korean Equity Fund Simon Jeong (May 06) ***** A
William Yuen (May 06)
Invesco Nippon Select Equity Fund Kiyohide Nagata (Oct 03) * -
Invesco Nippon Small/ Mid Cap Equity Fund Osamu Tokuno (Oct 03) ** A
Invesco Pacific Equity Fund Stuart Parks (Aug 01) ***** A
Invesco Pan European Equity Fund John Surplice (Jan 04) **** AA
Martin Walker (Jan 04)
Invesco Pan European Equity Income Fund Katharina Hoyland (Aug 07) *** -
Stephen Anness (Aug 07)
Invesco Pan European High Income Fund Paul Read (July 08) ***** -
Paul Causer (Mar 06)
John Surplice (May 07)
Invesco Pan European Small Cap Equity Fund Adrian Bignell ** A
Jonathan Brown
Invesco Pan European Structured Equity Fund Michael Fraikin (Dec 99) ***** AA
Invesco PRC Equity Fund Samantha Ho (Nov 04) *** AA
Paul Chan (Nov 04)

Invesco Sterling Bond Fund

Michael Matthews (Apr 06)

**** AA
Invesco Sterling Reserve Fund Paul Causer (Apr 97) *** -
Paul Read (Apr 97)
Michael Matthews (Apr 97)
Invesco UK Equity Fund Martin Walker (Jun 08) ** AA
Invesco UK Investment Grade Bond Fund David Todd (Apr 07) ** A
Invesco USD Reserve Fund David Taylor (Jul 01) *** -
Invesco US Equity Fund Erik B Granade (Sept 05) ** -
Invesco US Small Cap Growth Fund Matthew Hart (Apr 02) *** -

Justin Speer (May 08)

Invesco US Structured Equity Fund Glen Murphy (Jun 10) *** AA
Invesco US Value Equity Fund Kevin Holt (Aug 99) *** -



 

Fund reports

Invesco Fund S&P Reports**

Fund Manager

external link opens in new windowInvesco ASEAN Equity Fund William Yuen
Maggie Lee
external link opens in new windowInvesco Asia Balanced Fund Maggie Lee
Frankie Tai
external link opens in new windowInvesco Asia Consumer Demand Fund William Yuen
Samantha Ho
external link opens in new windowInvesco Asia Infrastructure Fund Maggie Lee
Paul Chan
external link opens in new windowInvesco Asia Opportunities Equity Fund Paul Chan
Maggie Lee
external link opens in new windowInvesco Asian Equity Fund Stuart Parks
external link opens in new windowInvesco Bond Fund Mark Nash
external link opens in new windowInvesco Continental European Equity Fund Jeff Taylor
external link opens in new windowInvesco Emerging Local Currencies Debt Fund Claudia Calich
external link opens in new windowInvesco Emerging Markets Bond Fund Claudia Calich
external link opens in new windowInvesco Energy Fund John Segner
external link opens in new windowInvesco Euro Corporate Bond Fund Paul Causer
Paul Read
external link opens in new windowInvesco European Bond Fund Jorg Bartenstein
external link opens in new windowInvesco European Growth Equity Fund Clas Olson
Jason Holzer
external link opens in new windowInvesco Gilt Fund Jack Loudoun
external link opens in new windowInvesco Global Bond Fund Stuart Edwards
external link opens in new windowInvesco Global Healthcare Fund Derek Taner
external link opens in new windowInvesco Global High Income Fund Claudia Calich
external link opens in new windowInvesco Global Investment Grade Corporate Bond Fund David Todd
external link opens in new windowInvesco Global Small Cap Equity Fund Bob Yerbury
external link opens in new windowInvesco Global Structured Equity Fund Michael Fraikin
external link opens in new windowInvesco Greater China Equity Fund Samantha Ho
Paul Chan
external link opens in new windowInvesco Japanese Equity Core Fund Paul Chesson
external link opens in new windowInvesco Japanese Small/Mid Cap Equity Fund Osamu Tokuno
external link opens in new windowInvesco Pan European Equity Fund John Surplice
Martin Walker
external link opens in new windowInvesco Pan European Small Cap Equity Fund  Adrian Bignell
Jonathan Brown
external link opens in new windowInvesco Pan European Structured Equity Fund Michael Fraikin
Thorsten Paarman
external link opens in new windowInvesco Pacific Equity Fund Stuart Parks
external link opens in new windowInvesco PRC Equity Fund Samantha Ho
Joseph Tang
external link opens in new windowInvesco Sterling Bond Fund Michael Matthews
external link opens in new windowInvesco UK Equity Fund Martin Walker
external link opens in new windowInvesco UK Investment Grade Bond Fund David Todd
external link opens in new windowInvesco US Structured Equity Fund  Glen Murphy


Please note

*Ratings as at:
Morningstar as at 31 October 2011. Standard & Poor's Fund Management Ratings as at 31 October 2011, Copyright© 2010 Standard & Poor's, a division of the McGraw-Hill Companies, Inc. All rights reserved.

**When viewing a report you will be leaving our website (external link opens in new window). Any views and opinions expressed subsequently are not ours.


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