Funds Details
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The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Invesco Global Hlth Care Innovt A USD AD (Reinvest)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.04.30
[{"name":"Eli Lilly and Co","y":9.18},{"name":"Boston Scientific Corp","y":9.17},{"name":"Stryker Corp","y":4.71},{"name":"UnitedHealth Group Inc","y":4.65},{"name":"Vertex Pharmaceuticals Inc","y":4.30},{"name":"Invesco US Dollar Liqdty Port Agency","y":4.20},{"name":"Cencora Inc","y":4.18},{"name":"AbbVie Inc","y":4.14},{"name":"Intuitive Surgical Inc","y":3.35},{"name":"Abbott Laboratories","y":3.15}]
Item
Percentages
1. Eli Lilly and Co
9.18
2. Boston Scientific Corp
9.17
3. Stryker Corp
4.71
4. UnitedHealth Group Inc
4.65
5. Vertex Pharmaceuticals Inc
4.30
6. Invesco US Dollar Liqdty Port Agency
4.20
7. Cencora Inc
4.18
8. AbbVie Inc
4.14
9. Intuitive Surgical Inc
3.35
10. Abbott Laboratories
3.15
Fund Information
Data Updated On 2025.05.15
Investment Objective
The Fund aims to achieve long-term capital growth. The Fund seeks to achieve its objective by investing primarily in equity and equity related securities of innovative healthcare companies throughout the world. For the purposes of the Fund, healthcare companies include (but are not limited to) companies in the sectors of pharmaceuticals, biotechnology, healthcare services and medical technology and supplies. The Investment Manager seeks to invest in companies that have the potential to materially improve the quality of care, access to care or cost of care through their innovative approach to products and services, use of technology, processes and business models, or management.
Key Facts
ISIN
LU1775982595
Asset Class
Equity Fund
Fund Category
Sector Equity Healthcare
Geography
Global
Risk Rating
High
Morningstar Rating
Currency
USD
Fund Size
USD 245,489,458.00
Price
181.81
Nav Date
2025.05.14
Change(%)
-1.38
Net Asset Value
181.81
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
-0.30
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Invesco Asset Management Asia Limited
Establish Date
2018.09.07
Fund Manager
Justin J. Livengood
Fund Manager (Start Date)
2021.01.31
Fund Manager Intro
Mr. Livengood has been a Vice President of OppenheimerFunds since May 2006 and a Senior Portfolio Manager since January 2014. He was a Senior Research Analyst from May 2006 to January 2014, responsible for the health care, energy and financial services sectors for mid- and small-cap growth accounts. Before joining OppenheimerFunds in May 2006, Mr. Livengood was a vice president and fund analyst with Merrill Lynch Investment Managers. During his tenure at Merrill Lynch he also worked as an investment banking analyst in the Global Media Group and as an associate with Merrill Lynch Ventures.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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