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You are here: Manager factsheet

Georgina Taylor

Invesco Fund Managers Ltd
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Manager profile
Georgina Taylor is a Fund Manager for the Multi Asset team at Invesco. Ms. Taylor joined Invesco in 2013 and is based in Henley-on-Thames outside of London. Before joining Invesco, Ms. Taylor was head of equity strategy for the Europe, Middle East and Africa regions at State Street Global Markets, where she was involved in enhancing the macro input to specific State Street products and presenting these to clients. Ms. Taylor began her career in 2001 as an equity strategist at HSBC, followed by a similar role at Goldman Sachs in 2004, where she was involved in global equity and asset allocation research. Ms. Taylor then gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and its multi-asset funds. Ms. Taylor graduated in 2000 from the University of Bath, where she earned a BSc (Hons) degree in economics
Total return for Georgina Taylor
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
 
 
 
 
 
59-95m
 
 
 
 
 
 
 
 
 
71-107m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Georgina Taylor

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
Georgina Taylor 13.0 3.4 -5.1 -1.1 -1.5 1.0 - - - -
Peer Group Composite 13.0 1.3 -0.4 8.1 -0.3 0.4 - - - -
Over / Under 0.0 2.1 -4.7 -9.2 -1.2 0.6 - - - -
Performance vs peer group composite: Georgina Taylor
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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Managed Growth (UK) Co-managed UT Flexible Investment since Sep 30 2023 to present
Invesco Managed Income (UK) Co-managed UT Mixed Investment 40-85% Shares since Sep 30 2023 to present
Invesco Summit Growth 1 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 2 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 3 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 4 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 5 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 1 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 2 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 3 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 4 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 5 (UK) Co-managed UT Volatility Managed since Sep 30 2023 to present
Funds managed previously
Fund Periods
Invesco Global Targeted Income (UK) since May 31 2018 to fund close
Invesco Global Targeted Returns since May 31 2021 to fund close
Invesco Global Targeted Returns (UK) since May 31 2021 to fund close
Invesco Global Targeted Returns Select since May 31 2021 to fund close
SJP Global Absolute Return since May 31 2021 to Jul 31 2023
Invesco Global Targeted Returns Plus since May 31 2021 to fund close
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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