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Invesco Perpetual Global Opps Acc

Ranked 95 out of 337 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.


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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 8.3% -2.4%
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
MasterCard Inc ORD 6.57
Citigroup Inc ORD 5.59
First Republic Bank ORD 5.40
Booker Group PLC ORD 5.09
JPMorgan Chase & Co ORD 4.68
Statoil ASA ORD 4.37
Standard Chartered PLC ORD 3.78
Airbus Group SE ORD 3.73
Royal Dutch Shell PLC ORD 3.64
Thomas Cook Group plc ORD 3.63

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/1997
  • Share Class size172Mn
  • Base currencyGBP
  • ISIN GB0033029181

Purchase Info

  • Min. initial investment500
  • Min. additional investment20


  • Initial investment5

Related News

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.


Moves2 Oct01: Last of the mavericks leaves Dresdner Derek Lygo’s departure from Dresdner RCM Global Investors represents the loss of the company’s last high profile retail fund manager.


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