Invesco Global Financials
| 0P000072UA | CAD 72.92 0.48 0.65% |
Invesco |
Please note that past performance is not an indicator of the future performance of Invesco Global, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Invesco Global Fund Summary
Invesco Global competes with Edgepoint Global, RBC Global, Manulife Global, and CI Black. Invesco Global Companies Fund seeks to achieve strong capital growth with a high degree of reliability over the long term. Invesco Global is traded on Toronto Stock Exchange in Canada.| Instrument | Canada Fund View All |
| Exchange | Toronto Exchange |
| Business Address | 5140 Yonge Street, |
| Fund Family | Invesco Canada Ltd. |
| Fund Category | Global Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 874 6275 |
| Currency | CAD - Canadian Dollar |
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Global's current stock value. Our valuation model uses many indicators to compare Invesco Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Global competition to find correlations between indicators driving Invesco Global's intrinsic value. More Info.Invesco Global Companies is fourth largest fund in net asset among similar funds. It is rated below average in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Invesco Global Companies is about 6,260,000 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Global's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco Global Companies Systematic Risk
Invesco Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Invesco Global Companies correlated with the market. If Beta is less than 0 Invesco Global generally moves in the opposite direction as compared to the market. If Invesco Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Global Companies is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Global is generally in the same direction as the market. If Beta > 1 Invesco Global moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Global Thematic Clasifications
Invesco Global Companies is part of several thematic ideas from World Allocation Funds to Large Blend Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasInvesco Global Companies is fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Global Equity category is currently estimated at about 25.32 Billion. Invesco Global retains roughly 3.13 Billion in net asset claiming about 12% of all funds under Global Equity category.Invesco Global January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Global Companies. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Global Companies based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 9.64 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.14 |
Other Information on Investing in Invesco Fund
Invesco Global financial ratios help investors to determine whether Invesco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Global security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |