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You are here: Manager factsheet

Tony Roberts

Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Tony joined Invesco in April 2000 and is a fund manager for the Henley-based Asian & Emerging Market Equities team co-managing their Asia Pacific equity mandates. Tony began his investment career in 1995 as an analyst and fund manager with Clerical Medical after two years with actuarial consultants, Godwins. He holds a BSc (Honours) in Mathematics from Southampton University and is a member of the CFA Society of the UK.
Total return for Tony Roberts
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tony Roberts

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
Tony Roberts 15.9 3.9 -1.0 17.2 -5.1 -6.1 6.5 34.4 -7.9 24.4
Peer Group Composite 9.9 -1.1 -10.2 18.6 6.2 -4.8 12.6 33.1 -3.8 22.1
Over / Under 6.0 5.0 9.2 -1.4 -11.3 -1.3 -6.1 1.3 -4.1 2.3
Performance vs peer group composite: Tony Roberts
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Pacific (UK) Lead manager UT Asia Pacific Including Japan since May 01 2013 to present
Invesco Metaverse and AI Lead manager FO Equity - Tech Media & Telecom since Jun 24 2022 to present
Funds managed previously
Fund Periods
Invesco Responsible Japanese Equity Value Discovery (UK) since Dec 01 2009 to Jun 20 2021
Invesco Japanese Equity Core since Dec 31 2009 to fund close
Invesco Pacific Equity since May 31 2013 to Jan 30 2024
Invesco Japanese Equity Core since Dec 31 2009 to fund close
Invesco Emerging Markets ex-China Equity since Sep 10 2018 to Jan 31 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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