Invesco Funds - Invesco Global Founders & Owners Fund Z Accumulation USD
ISIN LU1218204987 / Valor 28378122
Invesco Funds - Invesco Global Founders & Owners Fund Z Accumulation USD
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General Objective
The objective of the fund is to achieve long-term capital growth by investing primarily in a concentrated portfolio of global equities issued by companies whose management or board contains company founders and/or individuals with material share ownership.
Fund Exposure
The fund follows a thematic founder-owner strategy and seeks to invest in a concentrated portfolio of companies where the company founder(s) or individuals with material share ownership are represented on the company management team or board of directors. The fund has exposure to various sectors, with a significant weight in Information Technology and Health Care.
Risks
Investors should be aware that the value of investments and any income may fluctuate, partly due to exchange rate fluctuations. The fund may invest in certain securities listed in China, which can involve significant regulatory constraints affecting liquidity and investment performance. Additionally, the fund's limited number of holdings may result in large fluctuations in value, and exposure to less developed countries may lead to significant fluctuations in the fund's value.
Source
https://www.invesco.com/ch/en/financial-products/sicav/invesco-global-founders-owners-fund.html
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