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You are here: Manager factsheet

Bethany Shard
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Beth joined the Henley-based UK Equities team in February 2020 as an Analyst, before taking on fund management responsibilities in March 2023. Beth is Deputy Fund Manager of the Invesco UK Opportunities Fund (UK) and the Invesco UK Equity Fund (Lux), working alongside Martin Walker the Fund Manager and Head of UK Equities. Beth joined Invesco’s Finance & Corporate Strategy function in January 2019. Previously she spent over 4 years at Ernst & Young, initially within Corporate Audit before moving into Transaction Advisory Services where she performed financial due diligence on deals in the TMT sector. Beth is a qualified Chartered Accountant, holds the Investment Management Certificate from the CFA Society of the UK and graduated with a BSc in Natural Sciences from Durham University.
Total return for Bethany Shard
Manager career performance
Discrete calendar year performance : Bethany Shard

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
Bethany Shard 15.6 -3.0 - - - - - - - -
Peer Group Composite 16.0 -4.7 - - - - - - - -
Over / Under -0.4 1.7 - - - - - - - -
Performance vs peer group composite: Bethany Shard
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
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Outperformed peer group composite
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
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Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
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Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco UK Equity Co-managed (deputy) FO Equity - UK since Mar 31 2023 to present
Invesco UK Opportunities (UK) Co-managed (deputy) UT UK All Companies since Mar 31 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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