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Invesco Short Duration Inflation Protected Fund;R5

Ranked 204 out of 212 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Managed by

Brian Schneider

Brian Schneider is Head of North American Rates Portfolio Management and a senior portfolio manager for Invesco Fixed Income (IFI). Mr. Schneider is responsible for analyzing and implementing investment actions in U.S. and Canadian government securities as well as derivatives sectors across the IFI product line. Mr.Schneider manages the trading desk through which government and derivatives-related transactions flow. He is a member of the Macro Research team and is involved in decisions on currency, duration, yield curve and Treasury inflation-protected securities (TIPS) break-even inflation trading. He has served as a portfolio manager for IFI’s institutional government product since 2001. Mr. Schneider has extensive experience trading government securities and derivatives and has previously traded asset-backed securities and residential and commercial mortgage-backed securities. He also previously headed IFI’s Stable Value team. He entered the industry in 1987. Mr. Schneider earned a BA degree in economics and an MBA from Bellarmine University. He is a CFA charterholder.

Robert Young

Objective

The Fund seeks liquidity with minimum fluctuation of principal value and the highest total return achievable. The Fund seeks to achieve this by investing in an actively managed portfolio of U.S. Treasury notes and other direct obligations of the U.S. Treasury.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.6% -0.6% 0.4% 0.1%
2016 3.0% 2.4% 0.7% 0.3% -0.4%
2015 -0.2% 0.2% -0.1% 0.1% -0.4%
2014 0.0% 0.0% 0.1% -0.1% -0.1%
2013 -0.3% 0.1% -0.3% 0.2% -0.2%
2012 0.1% -0.1% 0.1% 0.2% -0.1%
2011 0.7% 0.0% 0.4% 0.2% 0.1%
2010 1.1% 0.4% 0.4% 0.5% -0.2%
2009 0.4% -0.1% 0.0% 0.5% 0.0%
2008 5.9% 2.7% -0.7% 1.5% 2.3%
2007 6.5% 1.3% 0.7% 2.3% 2.0%
2006 3.7% 0.4% 0.7% 1.7% 0.9%
2005 1.5% -0.2% 1.0% 0.1% 0.6%
2004 0.5% 0.7% -1.0% 0.8% -0.1%
2003 1.7% 0.5% 0.6% 0.4% 0.2%
2002 5.0% 0.1% 2.0% 2.0% 0.8%
2001 7.8% 2.7% 1.1% 3.1% 0.7%
2000 7.2% 1.3% 1.6% 1.9% 2.3%
1999 2.9% 0.6% 0.6% 1.1% 0.6%
1998 6.3% 1.4% 1.4% 2.7% 0.8%
1997 6.2% 0.7% 2.0% 1.8% 1.5%
1996 5.0% 0.6% 1.1% 1.5% 1.8%
1995 9.7% 2.9% 2.8% 1.4% 2.2%
1994 1.1% -0.2% 0.1% 1.0% 0.1%
1993 4.7% 1.8% 0.9% 1.3% 0.6%
1992 5.9% 0.5% 2.5% 2.6% 0.2%
1991 10.6% 2.1% 2.0% 3.0% 3.3%
1990 9.2% 1.1% 2.6% 2.2% 3.0%
1989 9.8% 1.4% 4.0% 1.6% 2.5%
1988 6.0% 2.2% 1.1% 1.5% 1.1%
1987 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date13/07/1987
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN US00142C2017

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.18%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).