Invesco Global takes a reasonable approach to global growth investing but its management hasn’t been implementing it for very long or with notable success so far. The strategy retains Morningstar Analyst Ratings of Bronze or Neutral for its various share classes depending on their fees.
Will OPPAX 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 OPPAX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of OPPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.