The excellent record posted by Invesco Global Opportunities under its long-tenured manager is not a mirage, but the caveats that come along with it limit the fund’s Morningstar Analyst Rating to Neutral for all share classes.
Will OGICX 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 OGICX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OGICX 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 OGICX’s parent organization’s priorities and whether they’re in line with investors’ interests.