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Invesco Perpetual Global Opps Acc

Ranked 45 out of 603 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Anness

Based in Henley-on-Thames, Stephen Anness is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.

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.

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 45/603 Total Return
  • Rank 353/603 Standard Deviation
  • Rank 28/603 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.1%
2016 30.9% 2.6% 4.6% 8.4% 12.5%
2015 2.3% 8.3% -2.4% -9.5% 6.8%
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

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Bayer AG ORD 7.96
Rolls-Royce Holdings PLC ORD 5.85
JPMorgan Chase & Co ORD 4.83
Standard Chartered PLC ORD 4.53
Citigroup Inc ORD 4.27
EZTEC Empreendimentos e Participacoes SA ORD 3.70
Volkswagen AG PFD 3.61
Essentra PLC ORD 3.01
PrairieSky Royalty Ltd ORD 2.88
Tesco PLC ORD 2.72
30/04/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/1997
  • Share Class size212Mn
  • Base currencyGBP
  • ISIN GB0033029181

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • 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

Jupiter Asset Management’s Charlie Thomas, who is Citywire AAA-rated, defied sceptics by proving environmentally friendly investing can produce strong returns in what was a relatively muted year for global fund managers.

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.

...more...

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