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 Inc6.9912.9739.014,820.683.73Buy
Invesco Perpetual Distribution Z Inc10.8515.1952.363,056.994.89Buy
Invesco Perpetual European Equity Z Acc40.5146.46170.082,244.601.92Buy
Invesco Perpetual European Equity Income Z Inc37.3638.01156.84693.283.21Buy
Invesco Perpetual Global Targeted Returns Z Acc4.0013.62-9,749.171.50Buy
Invesco Perpetual Global Equity Income Z Inc27.2241.63103.84813.453.13Buy
Invesco Perpetual Global Smaller Companies Z Inc38.3458.90130.55736.910.67Buy
Invesco Perpetual High Income Z Acc14.8131.2387.5411,265.672.97Buy
Invesco Perpetual Income Z Acc13.9628.9884.215,636.042.98Buy
Invesco Perpetual Monthly Income Plus Z Acc9.5814.6748.343,321.445.06Buy
Invesco Perpetual UK Strategic Income Z Inc12.8026.14100.45836.512.99Buy
Invesco Japanese Equity Core C Hedged GBP18.1132.60-41,447.31-Buy
Invesco Perpetual Asian Z Acc59.2170.34117.101,102.771.02Buy
Invesco Perpetual Asian Equity Income Z Acc40.8739.7575.6539.423.10Buy
Invesco Perpetual Balanced Risk 10 Z Acc13.3415.4434.56134.47-Buy
Invesco Perpetual Balanced Risk 6 Z Acc8.219.9019.886.71-Buy
Invesco Perpetual Balanced Risk 8 Z Acc10.6712.5927.14254.79-Buy
Invesco Perpetual Childrens Z Acc24.0926.68109.23222.482.48Buy
Invesco Perpetual Corporate Bond Z Acc7.0012.9739.034,820.683.66Buy
Invesco Perpetual Corporate Bond Z Gr Acc7.3715.2643.924,820.683.66Buy
Invesco Perpetual Distribution Z Acc10.8415.1852.403,056.994.86Buy
Invesco Perpetual Distribution Z Gr Acc11.7018.2458.813,056.994.86Buy
Invesco Perpetual Emerging European Z Acc41.5833.0851.1639.471.92Buy
Invesco Perpetual European ex UK Enhanced Index Z Acc---0.002.66Buy
Invesco Perpetual European Opportunities Z Acc28.7833.16133.19100.872.01Buy
Invesco Perpetual European Smaller Companies Z Acc34.1941.30148.13175.741.40Buy
Invesco Perpetual European Equity Income Z Acc39.1839.86160.30693.283.13Buy
Invesco Perpetual European High Income Z Acc23.4728.7683.6628.533.57Buy
Invesco Perpetual Global Distribution Z Acc13.0721.28-37.244.33Buy
Invesco Perpetual Global Distribution Z Gr Acc13.9124.48-37.244.33Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Invesco Perpetual Corporate Bond Z Inc6.9912.9739.014,820.683.73Buy
Invesco Perpetual Distribution Z Inc10.8515.1952.363,056.994.89Buy
Invesco Perpetual European Equity Z Acc40.5146.46170.082,244.601.92Buy
Invesco Perpetual European Equity Income Z Inc37.3638.01156.84693.283.21Buy
Invesco Perpetual Global Targeted Returns Z Acc4.0013.62-9,749.171.50Buy
Invesco Perpetual Global Equity Income Z Inc27.2241.63103.84813.453.13Buy
Invesco Perpetual Global Smaller Companies Z Inc38.3458.90130.55736.910.67Buy
Invesco Perpetual High Income Z Acc14.8131.2387.5411,265.672.97Buy
Invesco Perpetual Income Z Acc13.9628.9884.215,636.042.98Buy
Invesco Perpetual Monthly Income Plus Z Acc9.5814.6748.343,321.445.06Buy
Invesco Perpetual UK Strategic Income Z Inc12.8026.14100.45836.512.99Buy
Invesco Perpetual Asian Z Inc59.2170.34117.091,102.771.03Buy
Invesco Perpetual Asian Equity Income Z Inc40.8639.7175.6139.423.19Buy
Invesco Perpetual Corporate Bond Z Gr Inc7.3715.2543.904,820.683.73Buy
Invesco Perpetual Distribution Z Gr Inc11.7318.2558.773,056.994.89Buy
Invesco Perpetual Emerging European Z Inc41.5733.1151.2239.471.97Buy
Invesco Perpetual European ex UK Enhanced Index Z Inc---0.002.66Buy
Invesco Perpetual European Equity Z Inc40.5146.46170.062,244.601.97Buy
Invesco Perpetual European Opportunities Z Inc28.8033.15133.18100.872.06Buy
Invesco Perpetual European High Income Z Inc22.1027.3481.6228.533.65Buy
Invesco Perpetual Global Distribution Z Inc13.0621.24-37.244.34Buy
Invesco Perpetual Global Distribution Z Gr Inc13.9124.44-37.244.34Buy
Invesco Perpetual Global Emerging Markets Z Inc43.4845.8783.95369.751.06Buy
Invesco Perpetual Global Targeted Income Z Inc---0.003.48Buy
Invesco Perpetual Global Ex UK Enhanced Index Z Inc32.7957.12121.13432.102.35Buy
Invesco Perpetual Global Emerging Markets Bond Z Inc---0.004.56Buy
Invesco Perpetual Global Bond Z Inc9.8919.1924.44485.191.70Buy
Invesco Perpetual Global Bond Z Gr Inc10.0720.2026.20485.191.70Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
City Merchants High Yield Trust Limited17.5326.0374.441.69194.58Buy
Edinburgh Investment Tst plc12.2040.5994.96-6.39809.22Buy
Invesco Perpetual Select Trust Balanced Risk plc11.3417.7844.02-1.55134.59Buy
Invesco Asia Trust plc52.1366.62110.06-11.00299.02Buy
Invesco Income Growth Trust plc18.2621.0179.36-11.44345.25Buy
Invesco Perpetual Select Managed Liquidity plc0.25-0.121.50-1.82103.13Buy
Invesco Perpetual Enhanced Income Limited19.2427.27112.923.7676.86Buy
Invesco Perpetual Select UK Equity plc22.3542.23149.77-1.27193.97Buy
Invesco Perpetual Select Global Equity plc30.9048.98123.10-1.57199.13Buy
Invesco Perpetual UK Smaller Companies plc29.1870.32186.73-6.71508.37Buy
Keystone IT Plc13.9316.2081.75-10.742,040.14Buy
Perpetual Income and Growth Investment Trust plc9.8617.8590.37-8.70440.74Buy

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.

Monthly Market Roundup

Monthly Market Roundup - covering March 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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