Invesco Funds - Invesco US Value Equity Fund E Accumulation GBP
ISIN LU1981115204 / Valor 47944668
Invesco Funds - Invesco US Value Equity Fund E Accumulation GBP
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General Objective
The fund seeks capital growth and income through investments in equity securities, including common stocks, preferred stocks, and securities convertible into common and preferred stocks. It emphasizes a value style of investing, focusing on well-established, undervalued companies in the United States of America.
Fund Exposure
The fund primarily invests in the common or preferred stocks of companies located in the United States of America. It follows a contrarian approach with a long-term investment horizon of 5-7 years, aiming to take advantage of significant discrepancies between stock market prices and intrinsic company values. The investment strategy heavily relies on financial analysis, focusing on cash flow, balance sheet, and income statements.
Risks
Investors should be aware that the value of investments and any income may fluctuate, partly due to exchange rate fluctuations. There is a risk that investors may not receive the full amount invested back. Additionally, past performance does not guarantee future returns, and the fund's performance may be impacted by currency fluctuations.
Source
https://www.invesco.com/hk/en/mutual-funds/invesco-us-value-equity-fund-c-usd-acc.html
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