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

Charles Bond

 FE fundinfo Alpha Manager
Invesco Management S.A., Invesco Fund Managers Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Charles is a fund manager for the Henley-based Asian & Emerging Market Equities team’s global emerging market equities strategy. Charles joined Invesco in April 2012 having started his investment career within the fund research team at Chelsea Financial Services in January 2011. He holds a BSc (Honours) in International Relations from the University of Manchester and the Investment Management Certificate from the CFA Society of the UK.
Total return for Charles Bond
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charles Bond

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
Charles Bond 16.0 14.4 -15.3 20.4 10.0 5.6 -5.4 - - -
Peer Group Composite 16.1 6.0 -20.3 13.7 5.1 14.3 -5.5 - - -
Over / Under -0.1 8.4 5.0 6.7 4.9 -8.7 0.1 - - -
Performance vs peer group composite: Charles Bond
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 7
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Jan 31 2020 to present
Invesco Global Emerging Markets (UK) Co-managed UT Global Emerging Markets since Jan 31 2020 to present
Invesco Emerging Markets ex China (UK) Co-managed UT Global Emerging Markets since Mar 31 2022 to present
Invesco Emerging Markets ex-China Equity Co-managed FO Equity - Emerging Markets since Mar 31 2022 to present
Funds managed previously
Fund Periods
Invesco Pacific (UK) since Sep 28 2018 to Jan 30 2020
Invesco Pacific (UK) since Dec 01 2017 to Sep 27 2018
Invesco Pacific Equity since Feb 01 2024 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Sector Brazil's sanitation sector offers substantial growth opportunities By Charles Jillings  13-Nov-2024
Group How will US equity markets behave during Trump’s second term? By Emma Wallis  08-Nov-2024
Group Three funds to consider in an uncertain bond market By Gary Jackson  05-Nov-2024
Group Have your cake and eat it too: Emerging markets funds with the best risk-adjusted returns By Patrick Sanders  05-Nov-2024
Fund Five funds for an emerging markets revival By Gary Jackson  30-Oct-2024
Sector How can China make long-term returns for equity investors? By Jonathan Asante  23-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Group Invesco’s global equity chief: When we make a mistake, we rub our noses in it By Emma Wallis  14-Oct-2024
Group Invesco: In income land, managers risk holding a lot of similar companies By Emma Wallis  11-Oct-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.

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 2024. 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