Invesco announced on June 5 that it is removing the Oppenheimer label from nearly all of the funds that carry the Invesco Oppenheimer name, effective on or around Sept. 30, 2020. The Invesco Oppenheimer name resulted from the merger between the two firms that closed in 2019. The only fund that will retain the Invesco Oppenheimer name is Invesco Oppenheimer International Growth OIGAX, in order to distinguish it from Invesco International Growth, which is run by a separate team. Tickers will not change.
Will IGMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IGMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IGMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IGMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.