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Invesco Perpetual Global Bond

Ranked 73 out of 119 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

Based in Henley-on-Thames, Jack Parker is a Fund Manager and Senior Macro Analyst within Invesco Perpetual’s Fixed Interest team. Jack began his investment career with the firm within our investment operations functions in January 2008. He transferred to the Fixed Interest team in August 2010, initially as a Trainee, before being promoted to the role of Macro Analyst/Trader. He graduated in 2007 and holds a BA (Honours) in Business Economics from the University of Exeter. He is also a CFA charterholder.

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 : 30/04/2017 - 30/04/2018
  • Rank 73/119 Total Return
  • Rank 81/119 Standard Deviation
  • Rank 85/119 Max Drawdown
Fund Name Currency Return
72 Barclays GA - Global Government Bond M Inc GBP GBP

-0.7%

73 Invesco Perpetual Global Bond Inc GBP

-0.7%

74 FP CAF Fixed Interest A Acc GBP

-0.8%

75 BMO Global Total Return Bond I Inc GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

Fund Name Currency Risk
79 StrattonStreet UCITS-Next Gen Gl Bond Fd UI QDGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

80 Global Total Return Bond F-6 GBP GBP

4.0

81 Invesco Perpetual Global Bond Inc GBP

4.0

82 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

4.4

83 GAM Star Cat Bond GBP Acc GBP

4.5

83 Goldman Sachs Glo Sovereign Bond Pf I Acc GBP PH

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5

Fund Name Currency Loss
83 GAM Star Cat Bond GBP Acc GBP

-3.8%

84 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

85 Invesco Perpetual Global Bond Inc GBP

-4.3%

86 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

87 Thesis PM A Acc GBP

-4.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 0.0% 0.4% 0.4% -0.5% -0.2%
2016 10.9% 2.8% 3.8% 3.6% 0.4%
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 17.6% 2.9% 5.3% 2.6% 5.8%
1994 -13.1% -6.3% -5.6% -2.1% 0.3%
1993 23.6% 8.8% 5.1% 4.6% 3.4%
1992 0.2% 13.8% 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/03/1992
  • Share Class size417Mn
  • 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

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