Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Invesco Perpetual Global Equity Income

Ranked 17 out of 98 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Nick Mustoe

Based in Henley-on-Thames, Nick Mustoe is Chief Investment Officer of Invesco Perpetual. Nick joined Invesco Perpetual in June 2010. His investment career spans over 30 years to date, having started with Phillips & Drew Fund Management as a UK equity manager in 1985. More recently, he was appointed CIO of Pictet Asset Management in 2006 after joining Hermes Pensions Management as CIO in 2002. He holds a first class honours degree in Business Studies from Bradford University.

Objective

The Fund aims to generate a rising level of income, together with long-term capital growth, investing primarily in global equities. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 11.8% 3.9% 1.8% 2.6% 3.1%
2016 21.9% 0.1% 3.8% 7.5% 9.1%
2015 5.3% 8.4% -4.3% -5.0% 6.8%
2014 6.1% 1.2% 0.7% 0.8% 3.3%
2013 26.8% 16.4% 1.7% 1.4% 5.6%
2012 11.1% 4.7% -0.9% 4.3% 2.6%
2011 5.3% 2.4% 3.2% -7.8% 8.0%
2010 16.0% 9.8% -9.6% 6.6% 9.6%
2009 1.2% 18.1% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/03/2009
  • Share Class size896Mn
  • Base currencyGBP
  • ISIN GB00B3FD1X43

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.67%
  • Initial investment5

Related News

Why Invesco Perpetual's Mustoe & Anness like banks & oil

Business overhauls and stabilising prices will make banks and oil companies the contrarian trades for 2016, according to Invesco Perpetual's global equities team.

Mustoe steps in as Invesco Perpetual loses global equity income duo

Nick Mustoe, chief investment officer at Invesco Perpetual, is taking on the management of the firm’s Global Equity Income fund following the departure of Paul Boyne and Doug McGraw.

Scardino bows out of Pearson after 16 years

MARKET REPORT: Only three women will be left running FTSE 100 companies after Marjorie Scardino says she will leave the FT to Penguin books and education provider. US jobs figures buoy markets.

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