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 Inc6.8512.8925.684,666.633.10Buy
Invesco Perpetual Distribution Z Inc8.5414.9435.412,929.304.23Buy
Invesco Perpetual European Equity Z Acc15.7053.07120.172,643.671.99Buy
Invesco Perpetual European Equity Income Z Inc17.7547.69111.81805.613.06Buy
Invesco Perpetual Global Targeted Returns Z Acc2.988.48-11,825.711.51Buy
Invesco Perpetual Global Equity Income Z Inc14.4748.1796.89886.243.07Buy
Invesco Perpetual Global Smaller Companies Z Inc20.1763.17123.42821.330.68Buy
Invesco Perpetual Income Z Acc6.7818.8060.675,017.923.38Buy
Invesco Perpetual Monthly Income Plus Z Acc9.1516.2634.573,314.174.32Buy
Invesco Perpetual UK Strategic Income Z Inc9.7119.1671.37723.493.12Buy
Invesco Perpetual High Income Z Acc6.8020.7963.1810,239.613.27Buy
Invesco Japanese Equity Core C Hedged GBP12.7729.19134.3835,355.01-Buy
Invesco Perpetual Asian Z Acc34.5583.69111.081,790.061.22Buy
Invesco Perpetual Asian Equity Income Z Acc18.0743.9359.5143.273.65Buy
Invesco Perpetual Balanced Risk 10 Z Acc9.8717.6730.23188.48-Buy
Invesco Perpetual Balanced Risk 6 Z Acc5.7511.0517.776.83-Buy
Invesco Perpetual Balanced Risk 8 Z Acc7.8414.3423.54264.81-Buy
Invesco Perpetual Corporate Bond Z Acc6.8412.8725.664,666.633.10Buy
Invesco Perpetual Distribution Z Acc8.5314.9235.442,929.304.22Buy
Invesco Perpetual Emerging European Z Acc11.9978.5835.4941.732.48Buy
Invesco Perpetual European ex UK Enhanced Index Z Acc20.12--4.762.73Buy
Invesco Perpetual European Opportunities Z Acc12.7048.0999.8685.661.52Buy
Invesco Perpetual European Smaller Companies Z Acc19.2568.35124.87184.680.84Buy
Invesco Perpetual European Equity Income Z Acc17.7647.72111.88805.612.99Buy
Invesco Perpetual European High Income Z Acc12.9831.5761.4437.193.16Buy
Invesco Perpetual Global Distribution Z Acc11.3824.35-45.303.30Buy
Invesco Perpetual Global Emerging Markets Z Acc23.4455.4571.73380.601.19Buy
Invesco Perpetual Global Opportunities Z Acc18.0661.96127.92248.230.98Buy
Invesco Perpetual Global Targeted Income Z Acc4.12--130.123.51Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Invesco Perpetual Corporate Bond Z Inc6.8512.8925.684,666.633.10Buy
Invesco Perpetual Distribution Z Inc8.5414.9435.412,929.304.23Buy
Invesco Perpetual European Equity Z Acc15.7053.07120.172,643.671.99Buy
Invesco Perpetual European Equity Income Z Inc17.7547.69111.81805.613.06Buy
Invesco Perpetual Global Targeted Returns Z Acc2.988.48-11,825.711.51Buy
Invesco Perpetual Global Equity Income Z Inc14.4748.1796.89886.243.07Buy
Invesco Perpetual Global Smaller Companies Z Inc20.1763.17123.42821.330.68Buy
Invesco Perpetual Income Z Acc6.7818.8060.675,017.923.38Buy
Invesco Perpetual Monthly Income Plus Z Acc9.1516.2634.573,314.174.32Buy
Invesco Perpetual UK Strategic Income Z Inc9.7119.1671.37723.493.12Buy
Invesco Perpetual High Income Z Acc6.8020.7963.1810,239.613.27Buy
Invesco Gilt C Quartel Dis GBP3.4313.0422.4635.791.22Buy
Invesco Perpetual Asian Z Inc34.5683.71111.161,790.061.24Buy
Invesco Perpetual Asian Equity Income Z Inc18.0643.8559.4343.273.76Buy
Invesco Perpetual Emerging European Z Inc12.0078.6135.5541.732.55Buy
Invesco Perpetual European ex UK Enhanced Index Z Inc20.12--4.762.73Buy
Invesco Perpetual European Equity Z Inc15.7053.07120.162,643.672.03Buy
Invesco Perpetual European Opportunities Z Inc12.7048.0999.8585.661.55Buy
Invesco Perpetual European High Income Z Inc12.9631.5661.4237.193.22Buy
Invesco Perpetual Global Distribution Z Inc11.3724.32-45.303.31Buy
Invesco Perpetual Global Emerging Markets Z Inc23.4455.4471.72380.601.21Buy
Invesco Perpetual Global Targeted Income Z Inc4.11--130.123.51Buy
Invesco Perpetual Global Ex UK Enhanced Index Z Inc12.8355.77117.86467.071.82Buy
Invesco Perpetual Global Emerging Markets Bond Z Inc---20.784.49Buy
Invesco Perpetual Global Bond Z Inc1.1614.6518.91422.611.83Buy
Invesco Perpetual Global Equity Z Inc14.5751.76102.891,536.341.53Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
City Merchants High Yield Trust Limited11.4627.9654.641.99195.00Buy
Edinburgh Investment Tst plc3.3021.3562.61-8.32756.95Buy
Invesco Perpetual Select Trust Balanced Risk plc8.2018.3835.78-0.57139.29Buy
Invesco Asia Trust plc33.4668.36110.35-12.01334.14Buy
Invesco Income Growth Trust plc10.8717.4549.91-11.14324.67Buy
Invesco Perpetual Select Managed Liquidity plc0.740.372.51-1.28103.32Buy
Invesco Perpetual Enhanced Income Limited13.1833.3292.466.5877.17Buy
Invesco Perpetual Select UK Equity plc13.1831.5499.81-1.66188.12Buy
Invesco Perpetual Select Global Equity plc15.1247.78117.84-2.71210.97Buy
Invesco Perpetual UK Smaller Companies plc26.0385.84164.04-5.26532.53Buy
Keystone IT Plc13.578.5355.76-10.311,966.19Buy
Perpetual Income and Growth Investment Trust plc9.098.0254.86-9.12411.09Buy

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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Monthly Market Roundup - covering April 2017

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

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