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Invesco Global Core Equity R5 AWSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis AWSIX

Will AWSIX outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the AWSIX 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 AWSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New management team, new approach.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco Global Core Equity has a new management team and a new approach. On Sept. 7. Michael Hatcher and his team in Invesco's Toronto office—who had only been in charge of this offering for three years—were replaced by a separate Invesco team located in Invesco’s Henley Investment Center outside of London. The strategy's People and Process ratings remain at Average.

by Gregg Wolper
Rated on Published on

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