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Invesco Perpetual Global Opps Acc

Ranked 273 out of 313 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.

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.

Performance

Global Equities over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -3.0% -1.1% -1.6% -0.4%
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%
1997 -2.2% -2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Citigroup Inc ORD 5.75
SAP SE ORD 4.98
MasterCard Inc ORD 4.92
Booker Group PLC ORD 4.83
JPMorgan Chase & Co ORD 4.69
First Republic Bank ORD 4.30
Beiersdorf AG ORD 4.16
Thomas Cook Group plc ORD 4.10
McGraw Hill Financial Inc ORD 3.48
DS Smith PLC ORD 3.32
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/1997
  • Share Class size166Mn
  • Base currencyGBP
  • ISIN GB0033029181

Purchase Info

  • Min. initial investment500
  • Min. additional investment20

Charges

  • 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

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Invesco's Subjally banks on financials

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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.

MovesOct01:

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...more...

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