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Invesco Floating Rate Esg Fund Class A (AFRAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 752.89M
Invesco Floating Rate A
6.70
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0%
- Overview
- Profile
- Historical Data
- Holdings
AFRAX Overview
On this page you'll find an in-depth profile of Invesco Floating Rate Esg Fund Class A. Learn about the key management, total assets, investment strategy and contact information of AFRAX among other information.
Investment Strategy
The investment seeks total return, comprised of current income and capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in senior secured floating rate loans made by banks and other lending institutions, senior secured floating rate debt instruments, and derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 100% of its net assets in floating rate loans and floating rate debt securities that are determined to be below investment grade.
Contact Information
Address
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Phone
(800) 659-1005
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Baskind | lead manager | 2013 | 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 | 2013 | 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 | 2006 | 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 | ||
| Gregory Stoeckle | Head | 2006 | 2013 |
| Biography | Greg Stoeckle serves as head of senior secured bank loans with Invesco Fixed Income. In this capacity, he is responsible for the oversight of macro strategies and implementation of loan strategies. Mr. Stoeckle is also a member of the Office of the Chief Investment Officer. Mr. Stoeckle entered the financial industry in 1987 and joined Invesco in 1999, when the bank loan business was in its nascent stages. He helped build the business from a domestic platform of less than $1 billion in April of 1999 into the current global franchise. Throughout his career, Mr. Stoeckle has held progressively senior roles in banking and investment management. Prior employers include Gleacher NatWest, Bank of Tokyo-Mitsubishi and CoreStates Bank. He earned a Bachelor of Science degree in applied math and economics from Ursinus College. He also earned a Masters of Business Administration degree in finance from St. Joseph’s University. He serves as a board member of the Loan Syndications and Trading Association. | ||
| Anthony R. Clemente | Portfolio Manager | 1998 | 2005 |
| Biography | Clemente is a portfolio manager with Invesco Secured Management, his employer since February 1998. Previously, he was vice president in the fixed income department of Merrill Lynch Asset Management. | ||
| Anne McCarthy | Research Associate | 2001 | 2003 |
| Biography | McCarthy is a portfolio manager responsible for high-yield loan portfolios at INVESCO Senior Secured Management, her employer since 1989. Prior to joining INVESCO she was a senior analyst at Merrill Lynch Asset Management responsible for credit analysis and high yield bonds. From 1992 through 1997, she was a research associate at T.A. McKay & Company. | ||
| Kathleen Lenarcic | Portfolio Manager | 1998 | 2001 |
| Biography | Lenarcic is a portfolio manager with INVESCO Capital Management, her employer since 1998. Previously, she was a portfolio manager with ING Capital Advisors from 1995 to 1998. Prior to that, she was a portfolio manager and credit analyst with the Pilgrim Group from 1989 to 1995. | ||
| Stephen M. Alfieri | Managing Director, Portfolio Manager | 1997 | 1998 |
| Biography | Alfieri is a managing director and portfolio manager for Chancellor LGT Senior Secured Management, Inc. since 1992. Previously, he was associated with Manufacturers Hanover Trust Company from 1986 to 1992. | ||
| Christopher E. Jansen | managing partner and Co-Head | 1997 | 1998 |
| Biography | Jansen is a managing partner and co-head of Stanfield Capital Partners' high yield loan and bond strategies since 1998. Prior to joining Stanfield, he was with Chancellor Senior Secured Management, Inc. as managing director and portfolio manager. Jansen began his career in 1983 with Manufacturers Hanover Trust Company, where he specialized in the structuring and negotiation of highly leveraged financings in the bank's acquisition finance group. | ||
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