We are pleased to announce the launch of our new fund offering, the Invesco India Business Cycle Fund.
Every Business Cycle presents an opportunity
Macro trends of GDP growth, inflation and credit cycles all exert a major influence on sectors, themes and stocks. At Invesco, we recognize that a company’s lifecycle is also equally important in driving its stock performance. Therefore, it is prudent not just to understand economic and market cycles alone, but also study the current phase of a company’s lifecycle in order to pick opportunities that are positioned to do well.
Presenting Invesco India Business Cycle Fund
Our Approach
Investment Approach - Takes a comprehensive view with emphasis on evaluating both the business cycle as well as company lifecycle.
Diversified Portfolio - Investments across market caps, sectors and industries, thereby diversifying portfolio to manage risks.
Endeavours to invest in companies that are positioned to
do well in the current business cycle.
Investment Framework
• A combination of top-down and bottom-up focusing on sectors and stocks in the growth phase.
• Investments across market capitalization
• Focus on companies in pro-cyclical phase (70%) and some exposure to companies in counter cyclical phase (30%)
• Fund may have significant overweight/underweight position in sectors/sub-segments vis-à-vis the benchmark
• Focus will be on diversification to manage sector/stock specific risks
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