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You are here: Manager factsheet

Stephen Anness
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Stephen is Head of the Henley-based Global Equities team and became lead manager for the Invesco Global Equity Income strategy on 1 January 2020. Prior to this he was lead manager for the Global Opportunities strategy from January 2013 to December 2019. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. Stephen began his investment career within the Henley UK Equities team, joining Invesco in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK ICVC in 2008, before moving to the Henley Global Equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.
Total return for Stephen Anness
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
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Anness

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
Stephen Anness 19.2 11.7 -4.4 18.2 3.9 10.1 -7.8 20.1 22.9 4.2
Peer Group Composite 15.8 2.7 -1.5 13.0 8.1 12.4 2.7 15.1 17.4 3.0
Over / Under 3.4 9.0 -2.9 5.2 -4.2 -2.3 -10.5 5.0 5.5 1.2
Performance vs peer group composite: Stephen Anness
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Global Equity Income Co-managed FO Equity - International since Dec 31 2019 to present
Invesco Global Equity Income (UK) Co-managed IA Global Equity Income since Dec 31 2019 to present
Invesco Global Income Co-managed FO Mixed Asset - Flexible since Dec 31 2019 to present
Invesco Global Income (UK) Co-managed IA Mixed Investment 20-60% Shares since Dec 31 2019 to present
Invesco Global Equity Income Trust plc Lead manager IT Global Equity Income since Jan 01 2020 to present
Invesco Sustainable Global Income Co-managed FO Mixed Asset - Balanced since Dec 15 2022 to present
Funds managed previously
Fund Periods
Invesco Global Focus (UK) since Dec 01 2012 to Feb 27 2020
Invesco Pan European Equity Income since Oct 31 2006 to Dec 31 2012
Invesco Global Founders & Owners since May 20 2015 to Dec 30 2020
Invesco UK Focus (UK) since Jun 10 2008 to Nov 30 2012
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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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