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You are here: Manager factsheet

David Aujla

Invesco Fund Managers Ltd
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Manager profile
David is a fund manager in Invesco’s Multi Asset Strategies Group. He is lead fund manager of our risk-targeted Summit Growth and Summit Responsible multi asset ranges and co-manager of our model portfolio service and managed funds. His expertise spans asset allocation, fund selection, and portfolio construction. He is also a regular commentator on investment topics. David joined Invesco in February 2012 in a product communications role before joining our Henley Investment Centre’s investment team in May 2014 to support the Chief Investment Officer in the management of our managed funds and global smaller companies strategy. Before joining Invesco, he held client and investment focused roles with Hargreaves Lansdown, Lincoln Financial Group, and Scottish Widows Investment Partnership. An advocate for diversity, equity, and inclusion, David founded and co-leads the Diversity Project’s Social Mobility workstream and works to highlight the importance and benefits of socio-economic diversity in our industry. David holds a BA (honours) in Politics and Philosophy from the University of Sheffield, the Investment Management Certificate from the CFA Society of the UK, and he is a fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce.
Total return for David Aujla
Discrete calendar year performance : David Aujla

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
David Aujla 11.0 -4.0 5.3 25.4 - - - - - -
Peer Group Composite 9.9 -4.4 4.5 25.0 - - - - - -
Over / Under 1.1 0.4 0.8 0.4 - - - - - -
Performance vs peer group composite: David Aujla
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
4 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Managed Growth (UK) Co-managed UT Flexible Investment since Jan 01 2020 to present
Invesco Managed Income (UK) Co-managed UT Mixed Investment 40-85% Shares since Jan 01 2020 to present
Invesco Summit Growth 1 (UK) Co-managed UT Volatility Managed since Jan 01 2020 to present
Invesco Summit Growth 2 (UK) Co-managed UT Volatility Managed since Jan 01 2020 to present
Invesco Summit Growth 3 (UK) Co-managed UT Volatility Managed since Jan 01 2020 to present
Invesco Summit Growth 4 (UK) Co-managed UT Volatility Managed since Jan 01 2020 to present
Invesco Summit Growth 5 (UK) Co-managed UT Volatility Managed since Jan 01 2020 to present
Invesco Summit Responsible 1 (UK) Co-managed UT Volatility Managed since Jan 14 2021 to present
Invesco Summit Responsible 2 (UK) Co-managed UT Volatility Managed since Jan 14 2021 to present
Invesco Summit Responsible 3 (UK) Co-managed UT Volatility Managed since Jan 14 2021 to present
Invesco Summit Responsible 4 (UK) Co-managed UT Volatility Managed since Jan 14 2021 to present
Invesco Summit Responsible 5 (UK) Co-managed UT Volatility Managed since Jan 14 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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