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Invesco Global Technology A Annual Dist USD

Ranked 18 out of 26 in - Technology over 12 months
All calculations are in GBP unless stated

Managed by

Janet Luby

Based in Houston, Janet Luby is a portfolio manager at Invesco. She has been with the firm since 2011 and previously a senior portfolio manager at Amegy Bank NA. Janet manages the Invesco Technology Fund and the Invesco Technology Sector Fund dealing in global equities, using a sector technology investment style. She is a CFA and CPA and graduated from the Texas A&M University with a degree in Finance.

Erik Voss

A senior portfolio manager at Invesco based in Houston, Erik Voss is responsible for managing the Invesco American Franchise Fund, the Invesco Summit Fund, the Invesco Technology Fund and the Invesco Technology Sector Fund dealing in equities, using large-cap growth and sector technology strategies. Erik is a CFA Charterholder and graduated from the University of Wisconsin with a degree in Mathematics and Finance.

Objective

The objective of this Fund is to achieve long term capital growth by investing in technology companies throughout the world. The Manager will seek to achieve the investment objective by investing primarily in equity or equity related securities. At least 70% of the Fund's total assets (without taking into account ancillary liquid assets) will be invested in technology companies throughout the world.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 21.6% 10.4% 4.3% 2.1% 3.5%
2016 17.0% -8.2% 6.7% 14.6% 4.2%
2015 12.3% 10.1% -8.4% -4.6% 16.7%
2014 18.7% 0.7% 2.6% 6.6% 7.8%
2013 23.4% 15.4% -0.7% 2.6% 5.0%
2012 1.3% 17.8% -12.5% 3.0% -4.7%
2011 -7.3% 2.8% -3.3% -9.6% 3.1%
2010 20.4% 8.6% -9.5% 7.0% 14.5%
2009 38.8% 2.4% 4.6% 19.8% 8.2%
2008 -27.5% -18.7% 6.2% -11.3% -5.5%
2007 4.7% -2.1% 4.6% 6.1% -3.6%
2006 -3.7% 8.2% -14.0% 4.2% -0.7%
2005 12.4% -6.9% 6.8% 4.5% 8.2%
2004 -4.8% -2.0% -1.6% -9.8% 9.5%
2003 17.3% 0.6% 9.2% 6.7% 0.0%
2002 -58.5% -12.4% -33.4% -32.8% 5.7%
2001 -44.7% -35.2% 6.0% -42.9% 40.8%
2000 -9.9% 24.6% -0.8% 9.0% -33.1%
1999 99.5% 13.0% 6.4% 6.8% 55.5%
1998 43.9% 16.8% 5.8% -14.8% 36.7%
1997 18.7% 1.1% 9.0% 26.0% -14.5%
1996 12.6% -1.5% 7.4% 4.9% 1.4%
1995 42.8% 8.5% 29.3% 9.9% -7.4%
1994 17.7% 3.7% -4.9% 9.7% 8.8%
1993 -2.1% 5.4% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Guernsey
  8. Hong Kong
  9. Ireland
  10. Jersey
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date13/01/1993
  • Share Class size93Mn
  • Base currencyUSD
  • ISIN IE0003707928

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).