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You are here: Manager factsheet

Moritz Brand
Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Moritz is responsible for managing risk controlled multi-asset and equity strategies. He joined the team in 2018. Moritz received his B.Sc. in Financial Mathematics from the Technical University of Braunschweig and his M.Sc. in Investment Management from the Hong Kong University of Science and Technology. He is a CFA charterholder and member of the CFA Society Germany.
Total return for Moritz Brand
Manager career performance
Discrete calendar year performance : Moritz Brand

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
Moritz Brand 18.1 5.1 - - - - - - - -
Peer Group Composite 15.1 3.4 - - - - - - - -
Over / Under 3.0 1.7 - - - - - - - -
Performance vs peer group composite: Moritz Brand
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
2 years
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Global Balanced Index (UK) Co-managed IA Mixed Investment 40-85% Shares since May 31 2023 to present
Invesco Sustainable Allocation Co-managed FO Mixed Asset - Flexible since May 31 2023 to present
Funds managed previously
Fund Periods
Invesco Sustainable US Structured Equity since May 31 2023 to fund close
Invesco Global Ex UK Core Equity Index (UK) since May 31 2023 to Jul 30 2023
Invesco Global Ex UK Enhanced Index (UK) since May 31 2023 to Jul 30 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group Invesco’s global equity chief: When we make a mistake, we rub our noses in it By Emma Wallis  14-Oct-2024
Group Invesco: In income land, managers risk holding a lot of similar companies By Emma Wallis  11-Oct-2024
Group The UK funds with the best risk-adjusted returns over five years By Patrick Sanders  08-Oct-2024
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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