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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Scott E. Wolle

Scott E. Wolle

About Scott E. Wolle

Scott Wolle was born in Philadelphia in 1969. He joined Invesco in 1999 and the asset allocation team in 2000. Scott began his investment career in 1991 and was with Bank of America prior to joining Invesco. Scott’s career includes fundamental and quantitative research responsibilities covering the major asset classes with a focus on equity markets and commodities. He received his bachelor in finance from Virginia Tech and received his MBA from the Fuqua School of Business at Duke University. Scott holds the Chartered Financial Analyst designation. Outside fund management, among other hobbies, he is keen on golf, tennis and music.

Invests in own strategies

Runs institutional money

Are you Scott E. Wolle?

Education

  • MBA, Duke University (Fuqua School of Business) BS, Virginia Tech
  • Finance
  • Chartered Financial Analyst (CFA)

Interests

  • Golf
  • Music
  • Snowboarding, running, reading
  • Tennis

Citywire Rating: Not Rated

2012

  • ARated AA in Apr 2012
  • MRated AAA in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AAA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AAA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AAA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014

Performance

Mixed Assets - Balanced
over : 31/07/2013 - 31/07/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 6.7% 1.2% 5.4% 0.0%
2013 2.0% 2.7% -5.3% 4.5% 0.4%
2012 8.4% 3.7% -0.9% 5.3% 0.2%
2011 11.8% 0.9% 2.3% 3.1% 5.2%
2010 14.0% 2.2% 1.5% 7.8% 2.0%
2009 3.9% 3.9%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.