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You are here: Manager factsheet

Julien Eberhardt

Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Julien is a fund manager and senior credit analyst for the Henley-based Fixed Interest team. He began his investment career in 2005 at Moody's as an analyst specialising in high yield and investment grade corporate issuers in the EMEA region. Julien joined Invesco in 2008 as a fixed interest credit analyst. He specialises in the analysis of financials. He was promoted to deputy fund manager in March 2014, before being appointed to fund manager in December 2016. Julien is a graduate of École Supérieure de Commerce de Montpellier (France) and holds Master’s degree in Finance from the University of Montpellier (France). He is also a CFA charterholder.
Total return for Julien Eberhardt
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
Discrete calendar year performance : Julien Eberhardt

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
Julien Eberhardt 5.2 1.4 2.3 1.1 6.6 -5.8 11.3 14.6 -7.2 6.3
Peer Group Composite 3.8 -2.9 -2.0 4.8 4.6 -3.8 5.0 16.1 -0.2 0.2
Over / Under 1.4 4.3 4.3 -3.7 2.0 -2.0 6.3 -1.5 -7.0 6.1
Performance vs peer group composite: Julien Eberhardt
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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 6
Falling markets
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Global Financial Capital (UK) Lead manager UT Specialist since Mar 01 2014 to present
Invesco Euro Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Dec 31 2016 to present
Invesco Global Total Return (EUR) Bond Co-managed FO Fixed Int - Global since Aug 31 2020 to present
Invesco Tactical Bond (UK) Co-managed UT Sterling Strategic Bond since Aug 31 2021 to present
Funds managed previously
Fund Periods
Invesco Global Financial Capital (UK) since Mar 31 2014 to Oct 30 2017
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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