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Invesco Wholesale Australian Share Fund (0P00007AYC)

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1.422 -0.010    -0.89%
13/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 330.84M
Type:  Fund
Market:  Australia
Issuer:  Invesco Australia Limited
ISIN:  AU60CNA08116 
Asset Class:  Equity
Invesco Wholesale Australian Share Fund 1.422 -0.010 -0.89%

0P00007AYC Overview

 
On this page you'll find an in-depth profile of Invesco Wholesale Australian Share Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007AYC among other information.
Category

Equity Australia Large Blend

Total Assets

330.84M

Expenses

Inception Date

Apr 30, 1991

Investment Strategy

The Fund primarily invests in Australian shares listed on the Australian sharemarket. The managers take a quantitative approach to investing in Australian shares. The Fund actively takes a position in Australian shares with the aim of delivering consistent returns above its benchmark.

Contact Information

Address 333 Collins Street
Melbourne,VIC 3000
Australia
Phone 1800 813 500
Fax +61 03 9611 3800

Top Executives

Name Title Since Until
Richard CJ Tsai - 2018 Now
Biography Richard CJ Tsai, based in Melbourne, is a Portfolio Manager in the IQS Australian Equities team. He is responsible for supporting the management of IQS Australia’s equity portfolios. CJ has over 18 years’ experience in Australian financial markets, working in quantitative systems, research and analysis, and actuarial consulting. Prior to joining Invesco in April 2018, CJ was with BlackRock, Russell Investment Group, and Towers Perrin. CJ is an Associate of the Institute of Actuaries Australia. He holds a Bachelor of Commerce (Actuarial Studies) and Bachelor of Science (Computer Science) from the University of Melbourne.
Ritch Longmire - 2018 Now
Biography Based in Melbourne, Ritchard Longmire is a Senior Portfolio Manager in the IQS Australian Equities team. He is responsible for managing IQS Australia’s equity portfolios. Ritchard has over 22 years’ experience in Australian equity and capital markets, working in quantitative portfolio management, research and analysis, and economics. Prior to joining Invesco in February 2018, Ritchard was with BlackRock, Barclays Global Investors, and Tactical Global Management. Ritchard holds a Bachelor of Economics (honours) from Monash University.
Andre Roberts - 2018 Now
Biography Based in Melbourne, André Roberts is a Senior Portfolio Manager in the IQS Australian Equities team. He is responsible for managing IQS Australia’s equity portfolios (Core, Tax-aware, 130/30 long/short and Smaller Companies) and represents IQS global capabilities in the APAC region. André also coordinates Invesco’s ESG integration for Australia. André has over 25 years’ experience in Australian equities markets (fundamental, active quant and index), working in quantitative portfolio management, research, investment solutions and systems development. Prior to joining Invesco in February 2018, André was with IFM Investors, BlackRock and County Investment Management. André is a CFA® charterholder and board member of the CFA Society of Melbourne, of which he is a past president. He holds a Bachelor of Science in statistics and a post-graduate diploma in econometrics from Monash University and a CFA certificate in ESG Investing.
Neil Lahy - 2018 Now
Biography Neil Lahy, based in Melbourne, is a Senior Portfolio Manager in the IQS Australian Equities team. He is responsible for managing IQS Australia’s equity portfolios. Neil has 30 years’ experience in Australian financial markets, working as a portfolio manager, senior risk manager, and equity research analyst in a variety of quantitative and fundamental equity teams including BlackRock. Neil has extensive experience establishing investment teams, including building a new quantitative capability at National Mutual Life Association and setting up investment operations for Agora Asset Management. Neil is a founding director of financial software firm Calibre Financial Technology and has served as a lecturer and task force member for the Securities Institute of Australia. He holds a Bachelor of Science (Honours) and a Master of Science from Monash University.
Nicole Schnuderl - 2013 Now
Biography Nicole Schnuderl, based in Melbourne, is a Senior Portfolio Manager in the IQS Australian Equities team. Nicole is mainly responsible for managing and/or implementing IQS Australia’s equity portfolios, and also has investment responsibilities for IQS’s Global Equity Funds. Nicole joined IQS in 2005 in Frankfurt and transferred to Invesco Melbourne in October 2009 to continue our efforts to establish our quantitative equity expertise in the Australian market, having worked extensively on developing Invesco's Australian Equity portfolio since 2007. Previously, Nicole had worked in Invesco's London Institutional Business team, and before that she worked for the Austrian central bank and at the University of Richmond, Virginia USA. Nicole has over 10 years’ investment experience. Nicole has degrees in Business Administration and Economics from Vienna University in Austria and the University of Richmond, Virginia USA.
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