Invesco Funds - Invesco Energy Transition Enablement Fund Class A accumulation - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Yes
Sustainability
Development
Last 5 years
Description
- Fondets mål er å oppnå langsiktig kapitalvekst. Fondet investerer i hovedsak globalt i andeler i selskaper som er engasjert i energisektoren. Fondet forvaltes aktivt innenfor sine mål og er ikke begrenset av referansegrunnlag.
Investment horizon
- Invesco Funds - Invesco Energy Transition Enablement Fund Class A accumulation - USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
10 Sept 2025
- Start date31 Jan 2001
- ISINLU0123357419
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityYes
Annual cost
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- BYD Co Ltd Class A3.9%
- Contemporary Amperex Technology Co Ltd Class A3.6%
- Advanced Micro Devices Inc3.2%
- NIO Inc Class A2.7%
- The Home Depot Inc2.6%
- Microsoft Corp2.3%
- Yadea Group Holdings Ltd Shs Unitary 144A/RegS2.2%
- Oracle Corp2.2%
- SAP SE2.0%
- Quanta Services Inc2.0%