Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Invesco Perpetual Global Bond

Ranked 29 out of 121 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Edwards

Based in Henley-on-Thames, Stuart Edwards is responsible for a number of global bond and cash portfolios at Invesco Perpetual. Stuart began his investment career in 1997 at Standard & Poor’s as an economist, initially specialising in analysis of the Benelux region and then covering the UK fixed income and money markets with responsibility for forecasting UK economic data and providing fixed income strategy. On joining Invesco Perpetual in 2003, he was initially the fixed income specialist within our Investment Communication team before successfully transferring to the Fixed Interest team in January 2006 as a fixed income strategist, specialising in the analysis of macro economic data and trends. In March 2010 Stuart was promoted to the role of fund manager. He holds a BSc (Honours) in Business Economics with Computing from the University of Surrey and a MSc in Finance from Birkbeck College, University of London.

Jack Parker

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 debt securities and currencies globally. Debt securities include government bonds, as well as securities issued by supranational bodies, local authorities, national public bodies and corporate issuers. The Fund may also invest in high yield, unrated, convertible, sub-investment grade debt securities, cash, cash equivalents, money market instruments, collective investment schemes and other transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2015 - 30/04/2016
  • Rank 29/121 Total Return
  • Rank 47/121 Standard Deviation
  • Rank 37/121 Max Drawdown
Fund Name Currency Return
27 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.2%

28 Dodge & Cox Worldwide Global Bond GBP Dist GBP

4.4%

29 Invesco Perpetual Global Bond Inc GBP

4.2%

30 Royal London International Government Bond B Inc GBP

3.7%

31 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

Fund Name Currency Risk
45 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

46 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

47 Invesco Perpetual Global Bond Inc GBP

3.6

48 NatWest Global Investment Grade Bond S2 GBP

3.6

49 Barclays GlobalBeta Portfolio 1 AA GBP GBP

3.8

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.8%
2015 2.6% 2.9% -4.8% 2.5% 2.1%
2014 4.0% 0.7% -0.8% 2.6% 1.4%
2013 -0.1% 5.1% -1.1% -2.8% -1.2%
2012 5.9% 1.6% 1.1% 0.5% 2.6%
2011 5.4% -0.5% 2.6% 2.0% 1.2%
2010 6.1% 6.2% 1.0% 0.4% -1.4%
2009 5.3% -3.1% -2.1% 11.0% -0.1%
2008 23.6% 5.3% -2.0% 3.2% 16.1%
2007 5.7% 0.7% -3.6% 3.9% 4.9%
2006 -4.8% -1.5% -3.6% 2.2% -2.0%
2005 6.2% -0.8% 4.0% 1.2% 1.8%
2004 2.9% -0.9% -0.8% 4.1% 0.7%
2003 10.9% 6.0% 2.7% 1.4% 0.5%
2002 8.7% -0.5% 0.5% 4.3% 4.3%
2001 7.1% 4.4% -0.7% 1.8% 1.5%
2000 16.1% 5.2% 4.9% 0.4% 4.9%
1999 -3.4% -0.2% -1.7% -0.5% -1.1%
1998 6.2% 1.5% 1.3% -1.3% 4.7%
1997 2.5% 0.5% 0.7% 5.2% -3.7%
1996 -0.6% 0.0% -0.1% 1.8% -2.3%
1995 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/03/1992
  • Share Class size473Mn
  • Base currencyGBP
  • ISIN GB0033049692

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Invesco promotes co-manager to global bond range

Invesco has promoted in-house macro analyst and trader Jack Parker to deputy manager

Invesco's Causer and Read get bond fund co-manager

Michael Matthews will join Paul Read and Paul Causer as a co-manager on the Invesco Perpetual Corporate Bond fund.

Causer and Read give up five fixed income funds

Invesco Perpetual's fixed income team of Paul Causer and Paul Read have handed over five of their fixed income portfolios.

Fund Results: The Citywire verdict on who's hot and who's not

This week with Invesco Perpetual Global Bonds, Hiscox New Street Insurance, GLG Japan Core Alpha and Aberdeen Emerging Markets.

The Daily Interview: Invesco's Read predicts corporate defaults to peak in six months

Invesco Perpetual's co-head of fixed income Paul Read says the default rates in the corporate bond market is likely to peak in six months in the US, while Europe might be slightly later

Fund Updates: Invesco Perpetual Global Bond and more

The Citywire Verdict on Invesco Perpetual Global Bond, Marlborough UK Micro Cap Growth, CF Eclectica Continental European, Lincoln Emerging Markets Trust

Fund performance 2008: The year of the Global Bond

The tumble in sterling in the second half of 2008 has propelled global bond funds to the top of the fund performance tables in 2008.

Skandia launches offshore protected fund of funds

Skandia has launched an offshore protected fund of funds which aims to offer investors capital protection alongside investment returns from the global equity markets.  

Nimmo gives Nickols a run for his money

Standard Life’s Harry Nimmo has been working his way up the UK Smaller Companies sector to rival Old Mutual Asset Managers’ Daniel Nickols in the latest monthly update of Citywire’s exclusive three-year ranking database.

Tuesday Shrewd Snapshot

Companies specialising in computer training and computer games have been on shrewd investors' shopping lists today.

...more...

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