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Invesco Perpetual Global Equity Income

Ranked 29 out of 73 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 : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 5.3% 8.4% -4.3% -5.0% 6.9%
2014 6.1% 1.2% 0.7% 0.8% 3.3%
2013 26.7% 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 date27/02/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3FD1Y59

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

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

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Invesco Perpetual launch Global Distribution fund for Causer & Read

The firm's co-fixed income heads Paul Causer and Paul Read will be supported by global equity manager Nick Mustoe as they look to replicate the success of their UK fund on a global stage.

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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.

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Invesco Perpetual managers discuss the markets

In this sponsored video, Invesco Perpetual equity income fund managers Stephanie Butcher, Mark Barnett and Paul Boyne take part in a wide ranging discussion on the state of the markets.

Invesco Perpetual plans to launch global income trust

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The macro environments will prove challenging as markets rcontinue to radiate concerns over sovereign debt, warns Paul Boyne of Invesco Perpetual

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