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Invesco Perpetual Corporate Bond

Ranked 86 out of 97 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Paul Causer

Based in Henley-on-Thames, Paul Causer co-leads Invesco Perpetual’s Fixed Interest team with Paul Read, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career in 1983 in research and credit analysis with Asahi Bank, the large Japanese commercial bank. He then moved to the bank's treasury department and traded securities and derivative instruments until 1990 when he was given responsibility for managing the bank's multi-currency investment portfolio before joining Invesco Perpetual in 1994. Paul holds a BSc in Economics from the London School of Economics.

Michael Matthews

Based in Henley-on-Thames, Michael began his investment career in 1995, joining the co-heads of Invesco Perpetual’s fixed interest team, Paul Read and Paul Causer, upon the team’s foundation. He initially specialised in the team’s money and foreign exchange market activities before predominantly focusing on government and investment grade credit markets. Michael is now responsible for the management of a number of government and corporate investment grade portfolios at Invesco Perpetual. He has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Paul Read

Based in Henley-on-Thames, Paul Read co-leads Invesco Perpetual’s Fixed Interest team with Paul Causer, managing a number of government, corporate and non- investment grade portfolios across the maturity spectrum. Paul began his investment career with UBS (Securities) Ltd in 1986, and then moved to Merrill Lynch International in 1988. Paul initially worked on the bond sales desk, covering institutional investment managers at Merrill Lynch, before moving on to debt trading and working as a director of fixed interest trading in Tokyo from 1991 and in Paris from 1993 before joining Invesco Perpetual in 1995. He holds a BA in Economics and History from the University of Toronto and also has an MBA from INSEAD.

Objective

The fund aims to achieve a combination of income and capital growth over the medium to long term. The Fund seeks to achieve its objective by investing primarily in investment grade corporate debt securities. The Fund may also invest in government, unrated and sub-investment grade debt securities, cash, cash equivalents, money market instruments, collective investment schemes, currencies and other transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/07/2015 - 31/07/2016
  • Rank 86/97 Total Return
  • Rank 23/97 Standard Deviation
  • Rank 86/97 Max Drawdown
Fund Name Currency Risk
21 Kames Investment Grade Bond B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5

22 F&C Corporate Bond 1 Inc GBP

4.5

23 Invesco Perpetual Corporate Bond Acc GBP

4.5

23 Royal London Sterling Credit Z GBP

4.5

25 Fidelity Moneybuilder Income GBP

4.5

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.9% 1.9%
2015 1.4% 2.2% -1.9% 0.0% 1.0%
2014 6.3% 2.0% 2.1% 0.3% 1.8%
2013 4.9% 1.6% -0.5% 2.1% 1.7%
2012 20.7% 7.2% -0.3% 7.3% 5.2%
2011 -0.6% 3.0% 1.2% -6.8% 2.3%
2010 8.1% 4.6% -0.5% 6.2% -2.2%
2009 24.5% -3.2% 12.5% 11.4% 2.7%
2008 -7.5% -2.5% 0.3% -6.1% 0.7%
2007 2.7% -0.2% -1.5% 2.1% 2.4%
2006 2.4% -0.7% -0.6% 3.1% 0.6%
2005 6.9% 0.3% 3.7% 1.5% 1.3%
2004 6.5% 0.7% -0.6% 3.0% 3.2%
2003 13.3% 1.6% 6.7% 2.0% 2.5%
2002 8.0% -0.3% 1.0% 3.2% 3.9%
2001 7.2% 1.9% 0.1% 0.8% 4.3%
2000 8.8% 2.0% 1.1% 1.7% 3.8%
1999 4.3% 2.4% 0.0% -1.3% 3.2%
1998 13.0% 4.5% 1.9% -1.1% 7.3%
1997 17.9% 2.4% 6.4% 4.6% 3.5%
1996 10.7% -2.3% 2.9% 3.5% 6.5%
1995 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/07/1995
  • Share Class size5,263Mn
  • Base currencyGBP
  • ISIN GB0033028779

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).