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UWS Invesco Sterling Bond S4 (0P0000KAX0.L)

27.89
+0.00
+(0.00%)
At close: May 1 at 9:00:00 PM GMT+1

Fund Summary

UWS Invesco Sterling Bond S4

Navan
Athlumney

Fund Overview

Category --
Fund Family Utmost Wealth Solutions
Net Assets 1.85M
YTD Return 1.56%
Yield 0.00%
Morningstar Rating --
Inception Date May 16, 2007

Fund Operations

Fees & Expenses

Expense 0P0000KAX0.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael is co-Head of the Invesco Fixed Income team in Europe. In this role, as well as management responsibilities for the team, he also manages a number of corporate bond portfolios.Michael began his investment career in 1994 and joined the team on its foundation in 1995. He initially specialized in the team’s money and foreign exchange market activities before focusing on government and investment grade credit markets. He has been a fund manager since 2006.Michael has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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