OPPAX – Fund Analysis – Invesco Global A | Morningstar

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Will OPPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPPAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OPPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OPPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A welcome change in performance, not in approach.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco Global has its strong points, but for several reasons it doesn’t stand out as a compelling choice.

by Gregg Wolper

Rated on Apr 30, 2024 Published on Apr 30, 2024

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