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You are here: Manager factsheet

Ian Hargreaves

Invesco Asset Management, Invesco Management S.A., Invesco Fund Managers Ltd
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Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Based in Henley-on-Thames, Ian is Co-Head of our Asian & Emerging Markets Equity team. He manages a number of pan-Asian portfolios, including the Invesco Asia Trust plc and the Invesco Asian Focus Equity Fund; he also co-manages the Invesco Global Emerging Markets Fund (UK). He started his investment career with Invesco Asia Pacific in Hong Kong in 1994 where he was responsible for managing several pan-Asian institutional client portfolios. In January 2005, Ian returned to the UK to join the Henley Investment Centre’s Asian Equities team. Ian holds a BA (Honours) in Chinese Studies from Durham University and is a CFA charterholder.
Total return for Ian Hargreaves
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
 
 
 
 
 
9-45m
 
 
 
 
 
 
 
 
 
21-57m
 
 
 
 
 
 
 
 
 
33-69m
 
 
 
 
 
 
 
 
 
45-81m
 
 
 
 
 
 
 
 
 
57-93m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Hargreaves

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
Ian Hargreaves -1.6 5.0 -0.3 27.4 17.7 3.5 11.4 16.1 -14.4 -
Peer Group Composite -0.5 6.4 5.1 22.7 17.0 1.3 3.7 17.5 -5.5 -
Over / Under -1.1 -1.4 -5.4 4.7 0.7 2.2 7.7 -1.4 -8.9 -
Performance vs peer group composite: Ian Hargreaves
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
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Asia Trust plc Lead manager IT Asia Pacific since Feb 01 2011 to present
Invesco Asian Focus Equity Lead manager FO Equity - Asia Pacific ex Japan since Jun 27 2012 to present
Invesco Asian Equity Co-managed FO Equity - Asia Pacific ex Japan since Sep 28 2018 to present
Invesco Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Sep 28 2018 to present
Invesco Global Emerging Markets (UK) Co-managed IA Global Emerging Markets since Sep 28 2018 to present
Funds managed previously
Fund Periods
Invesco Asia Opportunities Equity since Sep 01 2004 to Dec 31 2004
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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