PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Emily Roberts
Invesco Fund Managers Ltd, Invesco Management S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Emily is a deputy fund manager for the Henley-based Global Equities team, managing portfolios in the global equity core strategy with Andrew Hall. Emily started her career at Deutsche Bank in 2011, where she worked in a number of roles within the Equities division. This included time as an equity research analyst within the European Business Services team, before moving on to become the equity specialist salesperson for the consumer sector. Emily joined Invesco in May 2020 as a senior analyst in the Henley-based Global Equities team, before taking on fund management responsibilities in July 2023. Emily holds a degree in Experimental Psychology (first class) from the University of Oxford and is a CFA Charterholder. Emily is a deputy fund manager on the Invesco Global Equity Fund (UK) and the Invesco Global Equity Fund (SICAV).
Total return for Emily Roberts
Manager career performance
Discrete calendar year performance : Emily 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
Emily Roberts 6.9 18.4 - - - - - - - -
Peer Group Composite 10.4 12.9 - - - - - - - -
Over / Under -3.5 5.5 - - - - - - - -
Performance vs peer group composite: Emily 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
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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 Equity (UK) Co-managed (deputy) UT Global since Jul 31 2023 to present
Invesco Global Equity Co-managed FO Equity - Ethical since Aug 18 2025 to present
Invesco Transition Global Income Co-managed FO Mixed Asset - Balanced since Jan 01 2026 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Invesco seeks more headroom as demand for bond trust remains high By Matteo Anelli  28-Jan-2026
Sector Why and how investment trust discounts revert to the median By Matteo Anelli  27-Jan-2026
Group The asset managers with the most funds recommended by best-buy lists By Matteo Anelli  16-Jan-2026
Group How the most bought and sold funds of 2024 performed in 2025 By Patrick Sanders  14-Jan-2026
Group Winterflood’s alternative and fixed income trust picks for 2026 By Jonathan Jones  13-Jan-2026
Sector Winterflood adds two equity trusts and removes two from its 2026 recommended list By Matteo Anelli  13-Jan-2026
Sector Four trusts set to benefit from cost disclosure rule changes By David Brenchley  12-Jan-2026
Group Artemis, gold and Europe: The funds that investors couldn’t stop looking at in 2025 By Gary Jackson  09-Jan-2026
Group The 17 funds added to the UK’s top best-buy lists in 2025 By Matteo Anelli  08-Jan-2026
Sector UK shares, silver and cash funds top interactive investor’s most-bought list in December By Matteo Anelli  06-Jan-2026
Group The best and worst funds and trusts in December By Matteo Anelli  02-Jan-2026
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2026. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc