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Invesco Perpetual Global Bond

Ranked 38 out of 124 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


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


Global over : 31/08/2015 - 31/08/2016
  • Rank 38/124 Total Return
  • Rank 60/124 Standard Deviation
  • Rank 34/124 Max Drawdown
Fund Name Currency Return
36 Templeton Global Bond A (Mdis) GBP GBP


37 Ruffer Sicav-Ruffer Fixed Income-C-GBP-Dist GBP


38 Invesco Perpetual Global Bond Inc GBP


39 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged



40 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Risk
58 JPM Global Bond Opportunities B Net Acc GBP


59 Morgan Stanley Global Fixed Income Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged



60 Invesco Perpetual Global Bond Inc GBP


60 Waverton Global Bond A GBP GBP


62 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Loss
32 Amundi Oblig Internationales GBP I GBP


33 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP


34 Invesco Perpetual Global Bond Inc GBP


35 NatWest Global Investment Grade Bond S2 GBP


36 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.8% 3.8%
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 size494Mn
  • Base currencyGBP
  • ISIN GB0033049692

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0


  • 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).