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

Invesco Perpetual Global Bond

Ranked 42 out of 120 in - Global over 12 months
All calculations are in GBP

Managed by

Stuart Edwards

Stuart Edwards is a fixed interest fund manager at Invesco Perpetual. Stuart began his career as an economist at Standard & Poor’s in 1997 after graduating from the University of London with an MSc in Finance. Now based in Henley-on-Thames, Stuart is responsible for global bond and cash portfolios at Invesco, having previously worked as a fixed income strategist there.


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.


Global over : 31/07/2014 - 31/07/2015
  • Rank 42/120 Total Return
  • Rank 75/120 Standard Deviation
  • Rank 73/120 Max Drawdown
Fund Name Return
40 Dimensional Global Short Fixed Income GBP Dis


41 Amundi Oblig Internationales GBP I


42 Invesco Perpetual Global Bond Inc


43 Hermes Multi Strategy Credit F GBP Dist Hedged

Currency exposure is hedged

Currency exposure is hedged


44 AllianceBernstein-Gl Plus Fixed Income Pf 1 GBP H

Currency exposure is hedged

Currency exposure is hedged


Fund Name Loss
71 LM Brandywine Glo Fxd Inc Fd A Dis (S) (AH)£

Currency exposure is hedged

Currency exposure is hedged


72 Aberdeen Global High Yield Bond Fund A Acc

Currency exposure is hedged

Currency exposure is hedged


73 Invesco Perpetual Global Bond Inc


74 F&C Global Bond 1 Inc


74 LM Brandywine Glb Opp Fixed Inc Fd P Dis (M) (AH)£

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% -4.8%
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 size414Mn
  • Base currencyGBP
  • ISIN GB0033049692

Purchase Info

  • Min. initial investment500
  • Min. additional investment0


  • 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.


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