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Invesco Floating Rate Income Fund Series A (0P000074WE)
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7.852
+0.004
+0.05%
14/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 105.78M
Invesco Floating Rate Income Fund Series A
7.852
+0.004
+0.05%
- Overview
- Profile
- Historical Data
- Holdings
Invesco Floating Rate Income Fund Series A Overview
On this page you'll find an in-depth profile of Invesco Floating Rate Income Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P000074WE among other information.
Investment Strategy
The fund seeks to generate a high level of current income. The Fund invests primarily in floating rate debt instruments of issuers located anywhere in the world. To achieve these objectives, the portfolio management team invests primarily in floating rate debt instruments, which are also known as senior loans. The Fund invests primarily in floating rate debt instruments of issuers rated below investment grade or, if not rated, deemed to be below investment grade by the portfolio management team.
Contact Information
Address
5140 Yonge Street, Suite 900
Toronto,ON M2N 6X7
Canada
Toronto,ON M2N 6X7
Canada
Phone
+1 8008746275
Fax
800 631 7008
Web
www.invesco.ca
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Baskind | lead manager | 2016 | Now |
| Biography | Scott Baskind lead manager,Portfolio Manager, Head of Global Senior Loans and Chief Investment Officer Scott is the president and managing director of Invesco’s US$27.9 billion senior loan business and serves as the group’s chief investment officer. Scott is head of the senior loan Investment Committee and serves as the senior portfolio manager for several funds. Scott joined Invesco Senior Secured Management, Inc. in 1999 as a credit analyst, and has taken on progressively more senior roles including his current position in 2014. | ||
| Philip Yarrow | Portfolio Manager | 2016 | Now |
| Biography | Philip Yarrow is a Portfolio Manager for Invesco Senior Secured Management, Inc. Mr. Yarrow entered the industry in 1995 and joined Invesco in 2010, when the firm combined with Van Kampen. He was previously a portfolio manager in the senior loan group and member of the group’s investment committee at Van Kampen, which he joined in 2005. Prior to joining Invesco Senior Secured, Mr. Yarrow was an Executive Director with Morgan Stanley. Prior to that, he served as a credit analyst and a portfolio manager at Bank One/JPMorgan. Mr. Yarrow earned a BS degree in mathematics and economics from the Uni | ||
| Thomas Ewald | Portfolio Manager | 2016 | Now |
| Biography | Thomas Ewald, Portfolio Manager, has been associated with Invesco Senior Secured and/or its affiliates since 2000. Tom is a Senior Portfolio Manager in Invesco’s Senior Secured Bank Loan Group and a member of the Investment Committee. He is responsible for credit research and portfolio management with a focus on retail funds. Tom joined Invesco in 2000 as a Credit Analyst and was promoted to Portfolio Manager in 2001. Prior to joining Invesco, Tom was one of the initial members of First Union Institutional Debt Management and assisted in growing assets under management. Before joining IDM, To | ||
| Isam Walji | Portfolio Manager | 2014 | 2016 |
| Albert Ngo | Portfolio Manager | 2014 | 2016 |
| Biography | Master of Financial Economics (MFE) and B.Comm (University of Toronto) Industry experience: since 2005 Previous positions: associate director, high-yield trading, Scotia Capital; associate portfolio manager, fundamental credit, CPP Investment Board; associate, Catalyst Capital Group; pre-MBA associate, H.I.G. Capital – Bayside Capital; analyst, technology investment banking, Banc of America Securities | ||
| Jennifer Hartviksen | Senior Portfolio Manager | 2013 | 2016 |
| Biography | Jennifer Hartviksen is a Senior Portfolio Manager for Global High Yield and Head of Fixed Income, Canada. Over her 24 year career, she has worked in Brazil as a senior analyst at JPMorgan Chase, and a VP at ING Barings LLC; in the United States as a VP of high-yield investments at SunAmerica and a senior high-yield analyst at Western Asset Management; and in Canada as a senior portfolio manager at the Canada Pension Plan Investment Board and a senior portfolio manager at Fiera Quantum L.P. She joined Invesco in 2013. Ms. Hartviksen earned a BA in economics from the University of Toronto. | ||
| Anthony Imbesi | Vice President | 2005 | 2014 |
| Biography | Anthony Imbesi joined TD Asset Management Inc. (TDAM) in May 2016. In his current role, Anthony's responsibilities include contributing to the management and oversight of TDAM's high yield mandates by applying fundamental, research-intensive discipline to security selection and portfolio construction. Anthony brings over 18 years of fixed income investing experience across various mandates including money-market, investment grade and high yield. Anthony holds a Bachelor of Commerce at the University of Toronto and is a CFA charterholder. | ||
| Alfred Samson | Portfolio Manager | 2005 | 2013 |
| Biography | Alfred is a portfolio manager for Trimark Fixed-Income Investments, based in Toronto. Originally from Nova Scotia, Alfred began his investment career in 1990 at Zurich Life Insurance Co. of Canada as an investment analyst. He then worked in progressive roles at Maritime Life Assurance Co., first as portfolio manager and subsequently as Director and Vice President of Public Securities, before joining the company in 2005. He earned a B.Comm. from Dalhousie University, and he holds the Chartered Financial Analyst designation. | ||
| Gary Lew | Other Executives | 2005 | 2013 |
| Biography | Gary is a portfolio manager for Trimark Fixed-Income Investments, based in Toronto. Originally from Saskatoon, Gary moved to Toronto and started his career at Altamira Financial Services Ltd. in a fund accounting role. He joined the company in 2002 in a compliance role before becoming a fixed-income investment analyst in 2004. In 2009, Gary was promoted to portfolio manager. He earned an MBA from the Rotman School of Business (University of Toronto) and a B.Comm. from the University of Saskatchewan, and he holds the Chartered Financial Analyst designation. | ||
| Rex Chong | Vice president | 2005 | 2013 |
| Biography | Rex is Head of Fixed Income for Trimark Investments, based in Toronto. Originally from Toronto, Rex began his investment career in 1991, including six years as an associate in corporate finance at the Bank of Montreal. He joined the company in 1996 as an investment analyst, becoming a portfolio manager in 1997. He earned an MBA from Michigan State University and a BBA from Wilfrid Laurier University, and he holds the Chartered Financial Analyst designation. | ||
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