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You are here: Manager factsheet

Joe Dowling
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Having started his career with Invesco as an intern in 2011, Joe Dowling now serves as deputy manager of the Invesco Global Equities Income strategy and manager of the Invesco Global Founders & Owners Fund (Lux). Prior to joining the firm, Joe worked in M&A and Private Equity for an accountancy firm. Joe holds a BA in Business Administration from the University of Bath and as part of the program spent a year studying at the Mccombs School of Business at the University of Texas at Austin.
Total return for Joe Dowling
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Joe Dowling

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
Joe Dowling 28.2 -1.1 8.0 40.3 -11.9 - - - - -
Peer Group Composite 14.1 -2.2 7.4 40.4 -4.6 - - - - -
Over / Under 14.1 1.1 0.6 -0.1 -7.3 - - - - -
Performance vs peer group composite: Joe Dowling
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
3 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Global Founders & Owners Lead manager FO Equity - Ethical since Nov 30 2018 to present
Invesco Global Equity Income Co-managed FO Equity - International since Feb 28 2023 to present
Invesco Global Equity Income (UK) Co-managed UT Global Equity Income since Feb 28 2023 to present
Funds managed previously
Fund Periods
Invesco Global Focus (UK) since Nov 30 2018 to Feb 27 2020
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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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