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Invesco Perpetual Global Bond

Ranked 28 out of 104 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.


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 : 31/08/2016 - 31/08/2017
  • Rank 28/104 Total Return
  • Rank 64/104 Standard Deviation
  • Rank 36/104 Max Drawdown
Fund Name Currency Return
26 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged



27 Legg Mason Brandywine Gl FI A GBP Inc (S) H (AH)

Currency exposure is hedged

Currency exposure is hedged



28 Invesco Perpetual Global Bond Inc GBP


29 Henderson High Alpha Credit I Acc Gross GBP


30 Invesco Bond C Acc GBP GBP


Fund Name Currency Risk
62 COURTIERS Investment Grade Bond Fund I A GBP


63 Henderson High Alpha Credit I Acc Gross GBP


64 Invesco Perpetual Global Bond Inc GBP


65 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged



66 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Loss
34 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged



35 Legg Mason IF WA Global MultiStrat Bd A GBP Inc M

Currency exposure is hedged

Currency exposure is hedged



36 Invesco Perpetual Global Bond Inc GBP


37 FP Octopus Fixed Income B Acc GBP


38 FP CAF Fixed Interest A Acc GBP


Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 0.4%
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 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/03/1992
  • Share Class size457Mn
  • 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).