Invesco Perpetual

About Invesco Perpetual

At Invesco Perpetual we have a 68* strong investment team dedicated to investing our clients’ money with two key principles in mind:

  • Avoid the ‘noise’ of everyday markets to invest for long-term trends
  • Do not simply follow market sentiment or invest in fashionable companies. Through carrying out their own thorough stock research and regularly meeting with management, they take active investment positions with confidence

We are aware that each of our clients has a unique investment goal and that is why we have designed a diverse product range to meet a number of objectives, including capital growth, income or a combination of both. We seek to achieve this across a number of equity, bond and multi asset funds and a range of investment trusts.

*Source: Invesco Perpetual as at 31 December 2016

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Past performance is not a guide to future returns and there is the potential of loss to your capital.

At Invesco Perpetual, our focus is on helping you achieve your financial objectives.
As one of the UK’s largest1 and best regarded investment managers, we manage billions of pounds of investments for many thousands of professional advisers, institutions and private investors across an ever-widening range of funds.
Our fund managers have deep industry knowledge and experience to draw upon, allowing us to offer diversified investment strategies spanning equities, fixed income, multi asset and alternative investments.
Whilst investors choose Invesco Perpetual for many different reasons, we believe they value our patient, high conviction approach and our focus on long-term results.
It’s a philosophy that’s brought us almost 40 awards in the past three years, including ‘Best Investment Fund Group’ at the Money Marketing Awards for eight consecutive years (2008-2015).2
And as part of Invesco Ltd – with investment professionals located in 13 countries and more than 6,500 employees worldwide – we have the global capability to deliver our best ideas to investors around the world.3
1 In terms of retail funds under management. The Investment Association (as at May 2016)
2 as at 30 September 2016
3 as at 30 September 2016
Investment Risks
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. Past performance is not a guide to future returns.
Important information
Where Invesco Perpetual has expressed views and opinions, these may change

Fund data is provided by Interactive Investor and powered by FE. To view 5 year performance information please view the performance section on the product factsheet. Click on the product name below to view the factsheet.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Invesco Perpetual Corporate Bond Z Inc6.1412.1636.074,817.103.79Buy
Invesco Perpetual Distribution Z Inc8.0713.4343.663,060.885.16Buy
Invesco Perpetual European Equity Z Acc22.7435.41122.382,180.092.13Buy
Invesco Perpetual European Equity Income Z Inc21.4129.53116.90665.333.40Buy
Invesco Perpetual Global Targeted Returns Z Acc3.4512.84-9,489.151.52Buy
Invesco Perpetual Global Equity Income Z Inc18.4038.1289.57828.163.26Buy
Invesco Perpetual Global Smaller Companies Z Inc28.8652.79107.33734.900.70Buy
Invesco Perpetual High Income Z Acc9.8829.1369.7711,222.363.12Buy
Invesco Perpetual Income Z Acc9.1526.5867.125,634.343.12Buy
Invesco Perpetual Monthly Income Plus Z Acc8.1713.3342.423,301.365.18Buy
Invesco Perpetual UK Strategic Income Z Inc7.5622.6580.09832.403.15Buy
Invesco Japanese Equity Core C Hedged GBP7.8525.93-39,050.66-Buy
Invesco Perpetual Asian Z Acc42.3263.1886.411,105.511.10Buy
Invesco Perpetual Asian Equity Income Z Acc28.5739.3958.0640.903.23Buy
Invesco Perpetual Balanced Risk 10 Z Acc10.0414.5928.38133.71-Buy
Invesco Perpetual Balanced Risk 6 Z Acc6.239.3316.106.77-Buy
Invesco Perpetual Balanced Risk 8 Z Acc8.0811.9321.81253.64-Buy
Invesco Perpetual Childrens Z Acc14.7719.9485.82221.152.64Buy
Invesco Perpetual Corporate Bond Z Acc6.1412.1636.074,817.103.79Buy
Invesco Perpetual Corporate Bond Z Gr Acc6.5814.5340.854,817.103.79Buy
Invesco Perpetual Distribution Z Acc8.0513.4243.693,060.885.14Buy
Invesco Perpetual Distribution Z Gr Acc9.0416.5649.743,060.885.14Buy
Invesco Perpetual Emerging European Z Acc28.9837.1123.7739.222.02Buy
Invesco Perpetual European Opportunities Z Acc13.3224.89100.53101.652.16Buy
Invesco Perpetual European Smaller Companies Z Acc16.1732.04107.64172.791.53Buy
Invesco Perpetual European Equity Income Z Acc21.4129.55116.95665.333.31Buy
Invesco Perpetual European High Income Z Acc15.4423.4367.7927.423.91Buy
Invesco Perpetual Global Distribution Z Acc10.56--35.924.58Buy
Invesco Perpetual Global Distribution Z Gr Acc11.54--35.924.58Buy
Invesco Perpetual Global Emerging Markets Z Acc28.8842.5457.73372.381.10Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Invesco Perpetual Corporate Bond Z Inc6.1412.1636.074,817.103.79Buy
Invesco Perpetual Distribution Z Inc8.0713.4343.663,060.885.16Buy
Invesco Perpetual European Equity Z Acc22.7435.41122.382,180.092.13Buy
Invesco Perpetual European Equity Income Z Inc21.4129.53116.90665.333.40Buy
Invesco Perpetual Global Targeted Returns Z Acc3.4512.84-9,489.151.52Buy
Invesco Perpetual Global Equity Income Z Inc18.4038.1289.57828.163.26Buy
Invesco Perpetual Global Smaller Companies Z Inc28.8652.79107.33734.900.70Buy
Invesco Perpetual High Income Z Acc9.8829.1369.7711,222.363.12Buy
Invesco Perpetual Income Z Acc9.1526.5867.125,634.343.12Buy
Invesco Perpetual Monthly Income Plus Z Acc8.1713.3342.423,301.365.18Buy
Invesco Perpetual UK Strategic Income Z Inc7.5622.6580.09832.403.15Buy
Invesco Perpetual Asian Z Inc42.3263.1886.411,105.511.11Buy
Invesco Perpetual Asian Equity Income Z Inc28.5639.3458.0240.903.32Buy
Invesco Perpetual Corporate Bond Z Gr Inc6.5914.5440.864,817.103.79Buy
Invesco Perpetual Distribution Z Gr Inc9.0616.5749.693,060.885.16Buy
Invesco Perpetual Emerging European Z Inc28.9737.1623.8139.222.07Buy
Invesco Perpetual European Equity Z Inc22.7435.41122.372,180.092.18Buy
Invesco Perpetual European Opportunities Z Inc13.3324.88100.52101.652.21Buy
Invesco Perpetual European High Income Z Inc14.4722.4166.3727.424.00Buy
Invesco Perpetual Global Distribution Z Inc10.55--35.924.60Buy
Invesco Perpetual Global Distribution Z Gr Inc11.55--35.924.60Buy
Invesco Perpetual Global Emerging Markets Z Inc28.8842.5357.71372.381.12Buy
Invesco Perpetual Global Bond Z Inc7.4917.9624.37500.271.97Buy
Invesco Perpetual Global Bond Z Gr Inc7.7019.0026.12500.271.97Buy
Invesco Perpetual Global Equity Z Inc23.5336.7389.801,486.581.61Buy
Invesco Perpetual High Income Z Inc9.9029.1869.8411,222.363.20Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
City Merchants High Yield Trust Limited15.8424.3167.150.83192.16Buy
Edinburgh Investment Tst plc11.9939.8878.76-3.91769.04Buy
Invesco Perpetual Select Trust Balanced Risk plc12.1519.8245.71-0.68132.40Buy
Invesco Asia Trust plc34.8361.4485.29-15.26297.10Buy
Invesco Income Growth Trust plc14.2421.4564.60-10.63326.16Buy
Invesco Perpetual Select Managed Liquidity plc-0.74-0.374.96-2.27103.09Buy
Invesco Perpetual Enhanced Income Limited17.4925.9098.072.0975.91Buy
Invesco Perpetual Select UK Equity plc15.7138.22139.02-0.66183.71Buy
Invesco Perpetual Select Global Equity plc25.1449.76123.53-2.16196.74Buy
Invesco Perpetual UK Smaller Companies plc27.3465.62168.180.26470.29Buy
Keystone IT Plc7.1712.3869.89-9.071,922.41Buy
Perpetual Income and Growth Investment Trust plc5.2514.6970.79-7.64415.66Buy

Important Information

Further information on our products is available at www.invescoperpetual.co.uk

Invesco Perpetual is a business name of Invesco Asset Management Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK.

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