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Invesco Perpetual Global Bond

Ranked 82 out of 113 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.

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.

Performance

Global over : 30/11/2013 - 30/11/2014
  • Rank 82/113 Total Return
  • Rank 52/113 Standard Deviation
  • Rank 55/113 Max Drawdown
Fund Name Return
80 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

3.7%

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

Currency exposure is hedged

Currency exposure is hedged

3.7%

82 Invesco Perpetual Global Bond Inc

3.7%

83 NatWest Global Investment Grade Bond S2

3.5%

84 F&C Macro Global Bond £ A GBP Inc

3.3%

84 Newton International Bond GBP Inc

3.3%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% -0.8% 2.6%
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 size440Mn
  • Base currencyGBP
  • ISIN GB0033049692

Purchase Info

  • Min. initial investment500
  • Min. additional investment0

Charges

  • Initial investment5

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