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You are here: Manager factsheet
Claudia Calich
Invesco Asset Management Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Based in New York in the US, Claudia now leads the Emerging Market team for Invesco Fixed Income and is responsible for the management of a number of emerging market debt portfolios. Claudia joined the company in 2004. Previously, she was with Oppenheimer Funds with responsibility for Emerging Market and Latin America government bond management. Claudia has also held positions at Standard & Poor’s, Reuters and Fuji Bank with analytics responsibilities for Emerging Market and Latin America debt. Claudia graduated with honors with a BA degree in Economics from Susquehanna University. She also has a MA degree in International Economics from the International University of Japan in Niigata. She is fluent in both Portuguese and Spanish.
Total return for Claudia Calich
Manager career performance
 
Discrete calendar year performance : Claudia Calich

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Claudia Calich 14.8 9.2 2.4 36.9 8.9 2.4 10.1 6.2 22.5 -
Peer Group Composite 14.2 3.6 5.2 30.4 6.9 4.8 7.6 5.3 17.8 -
Over / Under 0.6 5.6 -2.8 6.5 2.0 -2.4 2.5 0.9 4.7 -
Performance vs peer group composite: Claudia Calich
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Emerging Markets Bond Lead manager FO Fixed Int - Emerging Markets since Jun 01 2004 to present
Invesco Global High Income Lead manager FO Fixed Int - Global High Yield since Aug 01 2005 to present
Invesco Emerging Local Currencies Debt Co-managed FO Fixed Int - Emerging Markets since Dec 14 2006 to present
Invesco Emerging Market Corporate Bond Co-managed FO Fixed Int - Emerging Markets since May 01 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
 
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