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Invesco Perpetual Corporate Bond

Ranked 12 out of 118 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).

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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 5.7% 1.8% 1.9% 0.4% 1.4%
2016 5.5% 0.9% 1.9% 4.9% -2.2%
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 size4,599Mn
  • Base currencyGBP
  • ISIN GB0033028779

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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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).