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Invesco Perpetual Glbl Financial Cap Acc

Ranked 22 out of 130 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Julien Eberhardt

Julien Eberhardt is a credit analyst and fixed interest fund manager at Invesco Perpetual based in Henley-on-Thames. He manages the Invesco Perpetual Global Financial Capital Fund dealing in bonds, using active, pragmatic and flexible strategies. Before joining Invesco, he was a credit analyst at Moodys from 2005. Julien is a CFA Charterholder and graduated from the University of Montpellier with an MA in Finance.

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 capital instruments issued by banks and financial institutions globally. Capital instruments include debt securities (including sub-investment grade and unrated bonds), equity and equity related securities. The Fund may also invest in cash, cash equivalents, money market instruments, collective investment schemes, government debt securities and other transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 14.6% 3.5% 6.2% 2.2% 2.0%
2016 4.7% -4.9% -4.1% 3.5% 10.9%
2015 4.6% 3.4% 0.1% -1.7% 2.7%
2014 6.8% 2.7% 2.6% -0.5% 1.9%
2013 17.6% 5.7% -0.1% 6.3% 4.8%
2012 -2.2% 12.5% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/01/2012
  • Share Class size95Mn
  • Base currencyGBP
  • ISIN GB00B42XRV41

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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