July 27, 2022
mayank
Invesco India – Invesco Global Equity Income FoF Guidance
NAV Growth : Rs 18.1716
NAV IDCW : Rs 17.9864
Suitable For Which Investors ?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to provide capital appreciation and income by investing predominantly in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide.
Fund Manager :
— Amit Nigam
Education : Mr. Nigam is BE from IIT, Roorkee and PGDBM from IIM, Indore.
Experience : Prior to joining Invesco Mutual Fund, he has worked with Essel Finance AMC Ltd., BNP Paribas Asset Management India Pvt. Ltd.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | — |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | Invesco Mutual Fund |
| Launch Date: | 05-May-14 |
| Return Since Launch: | 7.53% |
| Benchmark: | MSCI World Net Dividend |
| Riskometer: | Very High |
| Type: | Open-ended |
| % Assets: | Rs 11 Cr |
| (As on 30-Jun-2022) | |
| Expense: | 0.73% |
| (As on 30-Jun-2022) | |
| Risk Grade: | — |
| Return Grade: | — |
| Turnover: | — |
Invesco India – Invesco Global Equity Income FoF Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| Invesco India – Invesco Global Equity Income FoF Direct-G | -8.91 | -0.32 | 1.69 | 3.79 | -0.96 | -4.33 | -3.52 | 10.67 | 8.57 | 7.38 | — |
| S&P BSE 500 TRI | -4.56 | -0.96 | 0.66 | 6.3 | -4.48 | -3.6 | 4.86 | 17.11 | 11.6 | 11.9 | — |
Invesco India – Invesco Global Equity Income FoF Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Invesco India – Invesco Global Equity Income FoF | Unrated | May-14 | -3.52 | 10.67 | 8.57 | 0.73 | 11 |
| Motilal Oswal Nasdaq 100 FOF | Unrated | Nov-18 | -14.92 | 20.25 | — | 0.1 | 3,286 |
| Franklin India Feeder Franklin US Opportunities Fund | Unrated | Jan-13 | -25.84 | 10.64 | 14.27 | 0.51 | 2,888 |
| Motilal Oswal S&P 500 Index Fund | Unrated | Apr-20 | -3.25 | — | — | 0.51 | 2,384 |
| ICICI Prudential US Bluechip Equity Fund | Unrated | Jan-13 | -6.38 | 15.46 | 15.8 | 1.19 | 1,866 |
Invesco India – Invesco Global Equity Income FoF Guidance by Chanakya :
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
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