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You are here: Manager factsheet

Charles Bond

 FE fundinfo Alpha Manager
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Charles is a fund manager for the Henley-based Asian & Emerging Market Equities team’s global emerging market equities strategy. Charles joined Invesco in April 2012 having started his investment career within the fund research team at Chelsea Financial Services in January 2011. He holds a BSc (Honours) in International Relations from the University of Manchester and the Investment Management Certificate from the CFA Society of the UK.
Total return for Charles Bond
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charles Bond

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Charles Bond 12.8 7.7 -4.7 7.6 19.3 6.1 -4.3 - - -
Peer Group Composite 11.0 -0.1 -11.0 4.9 11.7 11.1 -1.7 - - -
Over / Under 1.8 7.8 6.3 2.7 7.6 -5.0 -2.6 - - -
Performance vs peer group composite: Charles Bond
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Jan 31 2020 to present
Invesco Global Emerging Markets (UK) Co-managed IA Global Emerging Markets since Jan 31 2020 to present
Invesco Emerging Markets ex China (UK) Co-managed IA Global Emerging Markets since Mar 31 2022 to present
Invesco Emerging Markets ex-China Equity Co-managed FO Equity - Emerging Markets since Mar 31 2022 to present
Funds managed previously
Fund Periods
Invesco Pacific (UK) since Sep 28 2018 to Jan 30 2020
Invesco Pacific (UK) since Dec 01 2017 to Sep 27 2018
Invesco Pacific Equity since Feb 01 2024 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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