Invesco Funds - Invesco Energy Transition Enablement Fund Class A accumulation - USD
Equity fund
1 year
USA
Largest region
High
Risk
Cost
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
05 Jun 2025
- Start date31 Jan 2001
- ISINLU0123357419
Risk
- High (5 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
Costs
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Contemporary Amperex Technology Co Ltd Class A3.6%
- BYD Co Ltd Class A2.9%
- The Home Depot Inc2.9%
- Oracle Corp2.4%
- SAP SE2.2%
- NIO Inc Class A1.9%
- Microsoft Corp1.8%
- Klepierre1.7%
- Yadea Group Holdings Ltd Shs Unitary 144A/RegS1.6%
- EDP Renovaveis SA1.6%