MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to achieve capital growth and outperform the S&P 500 Index net of fees (the “Benchmark”) over a rolling 5 year period. The Fund invests at least 80% of its assets in shares of companies incorporated, domiciled or carrying out the main part of their economic activity in the US. There is no guarantee that the Fund will achieve its target and an investor may not get back the full amount invested. The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund follows a systematic investment process to produce a portfolio which shares the broad risk characteristics of the Benchmark and aims to outperform the Benchmark with a tracking error target of 1%. The Fund has an active investment approach that uses a range of factors (earnings momentum, price momentum, quality and value) to evaluate the attractiveness of stocks together with an assessment of their risk. The reference to (UK) in the Fund name only relates to the Fund’s domicile and is unrelated to the Fund’s objectives and investment policy. You can buy, sell and switch shares in the Fund on any Dealing Day (as defined in the Prospectus).

Fund Managers

Michael Fraikin

Based in Frankfurt, Germany, Michael is Global Head of Research of the Invesco Quantitative Strategies team. He started his investment career in 1991 as an investment analyst with Commerzbank and was then promoted to deputy head of quantitative stock selection research. He joined our company in 1997 initially as a Portfolio Manager for and later Head of European Equities. With the formation of Invesco Quantitative Strategies he was promoted Director of Portfolio Management. In July 2015 he assumed the role of Global Head of Research. He holds a M.S. Accounting & Finance from the London School of Economics, and a BA (Hons) through the Combined European Study Programme from the University of Reutlingen and Middlesex University, London.

Glen Murphy

Glen Murphy is the Global Head of Portfolio Management, responsible for portfolio construction and trading with the Invesco Quantitative Strategies team. Glen joined Invesco in 1995 and was promoted to portfolio manager in 1998. In 2010, he was promoted to lead the US portfolio management team and then promoted to his current role in 2015. He earned a BA degree from the University of Massachusetts at Amherst and an MS degree in finance from Boston College. He is a CFA charterholder and a member of the Boston Security Analysts Society. He is also registered with the National Futures Association (NFA) as an associated person of Invesco and as a branch manager.