This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-16.41||0.81||8.06||2.43||-11.58||-15.27||-15.96||0.58||5.52||--||--|
As on 03-Jun-2020
|Best (Period)||Worst (Period)|
|Week||13.51 (19-Mar-2020 - 26-Mar-2020)||-21.25 (09-Mar-2020 - 16-Mar-2020)|
|Month||17.68 (18-Mar-2020 - 17-Apr-2020)||-35.27 (18-Feb-2020 - 19-Mar-2020)|
|Quarter||16.18 (03-Oct-2019 - 02-Jan-2020)||-36.01 (19-Dec-2019 - 19-Mar-2020)|
|Year||30.10 (27-Jun-2016 - 27-Jun-2017)||-32.22 (20-Mar-2019 - 19-Mar-2020)|
|S&P BSE 500 TRI||1.56||21.09||-0.18||-0.20||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-May-2020
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Invesco India Pan European Equity Reg||Financial||--||98.07|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2020
Education: Mr. Dhamnaskar is a B.Com (H)and MMS (Finance).
Experience: Prior to joining Invesco Mutual Fund, he has worked with ENAM Securities Direct Pvt. Ltd. and KR Choksey Shares and Securities Pvt. Ltd. He has also worked with Anand Rathi Ltd., as Commodity Research Analyst.
Personal finance advice and mutual fund ideas delivered to your inbox every Monday
The scheme capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
|Minimum Investment (₹)||1,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||--|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days|
|Fund House:||Invesco Mutual Fund|
|Return Since Launch:||0.54%|
|Assets:||₹ 20 Cr (As on 30-Apr-2020)|
|Expense:||0.11% (As on 30-Apr-2020)|
Fund News - 01-Apr-2019
AMC: Invesco Asset Management (India) Pvt. Ltd
Address: 2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai - 400013
Phone: 022-67310000 / 1800-209-0007
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]