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Invesco Perpetual Global Opps Acc

Ranked 125 out of 331 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Stephen Anness

Previously fund manager of UK based equities at Invesco Perpetual, Stephen Anness has now assumed the responsibility for Invesco’s global funds. Stephen has worked at Invesco Perpetual for over ten years and favours an active and unrestrained approach to investing. Although educated in Swansea where he gained a BSc in Economics, Stephen is now based in Henley-on-Thames.

Andrew Hall

Andrew Hall is a fund manager at Invesco Perpetual. He has been with the firm since 2013 and prior to this, he was an analyst and one of six founding partners of Bramshott Capital LLP. Andrew manages the US Mutual, Australian Wholesale and Canadian Pool funds and is co-manager for the Invesco Perpetual Global Opportunities Fund. The global opportunities investment teams approach is intended to be neither growth nor value, instead they demonstrate a focus on valuation, seeking to build a portfolio, that in aggregate; has less debt than the market, generates more cash, has a higher return on equity, grows faster and importantly is more attractively valued than the market. Andrew holds an Investment Management Certificate from the CFA Society of the UK and a BSc in Economics from the University of Nottingham.


The fund aims to achieve long term capital growth through a portfolio of primarily 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.


Global Equities over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 8.3% -2.4% -9.5%
2014 3.1% -1.1% -1.6% -0.4% 6.3%
2013 37.4% 17.6% 3.9% 5.2% 6.8%
2012 13.4% 7.7% -5.5% 4.1% 6.9%
2011 -3.7% 2.0% 2.1% -12.7% 5.9%
2010 14.6% 10.2% -10.2% 5.6% 9.6%
2009 15.9% -8.3% 0.7% 20.1% 4.5%
2008 -22.1% -9.9% -2.8% -10.5% -0.6%
2007 3.5% 2.8% 2.3% -0.5% -1.1%
2006 -1.0% 4.9% -10.0% 0.8% 4.0%
2005 21.6% 4.0% 4.7% 5.0% 6.4%
2004 12.6% 1.6% 3.9% 1.2% 5.5%
2003 20.6% -3.2% 11.8% 6.0% 5.1%
2002 -39.9% -3.9% -25.8% -18.6% 3.6%
2001 -27.3% -20.9% 4.4% -27.1% 20.8%
2000 -10.2% 8.6% -2.9% 3.4% -17.6%
1999 50.2% 16.6% 9.6% -8.1% 27.9%
1998 26.0% 12.5% 4.1% -13.8% 24.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Citigroup Inc ORD 5.44
JPMorgan Chase & Co ORD 5.35
First Republic Bank ORD 4.27
American Express Co ORD 4.21
Statoil ASA ORD 4.16
Royal Dutch Shell PLC ORD 4.06
Booker Group PLC ORD 4.00
Thomas Cook Group plc ORD 3.81
Airbus Group SE ORD 3.76
MasterCard Inc ORD 3.73

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/1997
  • Share Class size157Mn
  • Base currencyGBP
  • ISIN GB0033029181

Purchase Info

  • Min. initial investment500
  • Min. additional investment20


  • 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.

Anness gets hedgie co-manager on Invesco Perpetual Global Opportunities

Andrew Hall, a hedge fund veteran, has been promoted to co-manager of the £163 million Invesco Perpetual Global Opportunities fund.

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.

Invesco Perpetual focuses on global equity in manager reshuffle

Invesco Perpetual has announced Stephen Anness will take charge of its £53 million Global Opportunities fund from the start of next year, as the investment house builds out its global equity capability.

Invesco Perpetual plans to launch global income trust

The group will seek to raise £100 million.

Invesco Perpetual's Boyne: Factors for traditional recovery 'not in place'

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

Sector Watch: Charlie Thomas proves it pays to go green

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Sector Watch: Artemis' SmartGARP suffers as markets turn

AA-rated Peter Saacke has fallen from the top slot as the stock screen on his Artemis fund finds market conditions unsuitable The Artemis Global Growth fund {1} has been top of many advisers’ buy lists for the global growth sector this year but recent market volatility has not suited the fund’s stock screen SmartGARP.

Invesco's Subjally banks on financials

Invesco Perpetual global fund manager Habib Subjally currently favours the technology, leisure and financial sectors in his bid to turn his fund around.

Invesco Perpetual recruit for Global Dynamic Themes

Invesco Perpetual has appointed Habib Subjally as head of global equities and as the fifth manager in just over four years of the Invesco Perpetual Global Dynamic Themes unit trust.


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