Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund A Acc EUR
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondets mål er å oppnå langsiktig kapitalvekst. Fondet har hovedsakelig til hensikt å investere i europeiske selskaper. Fondet forvaltes ved bruk av "kvantitative metoder". Vi definerer "kvantitative metoder" som matematiske, tekniske og statistiske teknikker brukt til aksjevalgformål. Fondet forvaltes aktivt innenfor sine mål og er ikke begrenset av referansegrunnlag.
Investment horizon
- Invesco Funds - Invesco Sustainable Pan European Systematic Equity Fund A Acc EUR 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 date05 Nov 2000
- ISINLU0119750205
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,30 %
- 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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Novartis AG Registered Shares2.2%
- Roche Holding AG2.2%
- Koninklijke Ahold Delhaize NV2.0%
- Allianz SE1.9%
- Anheuser-Busch InBev SA/NV1.8%
- Societe Generale SA1.6%
- Generali1.6%
- Orange SA1.5%
- Aena SME SA1.5%
- Essilorluxottica1.4%