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Invesco Perpetual High Yield Acc

Ranked 5 out of 18 in - Europe High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Paul Causer

Based in Henley-on-Thames, Paul Causer co-leads Invesco Perpetual’s Fixed Interest team with Paul Read, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career in 1983 in research and credit analysis with Asahi Bank, the large Japanese commercial bank. He then moved to the bank's treasury department and traded securities and derivative instruments until 1990 when he was given responsibility for managing the bank's multi-currency investment portfolio before joining Invesco Perpetual in 1994. Paul holds a BSc in Economics from the London School of Economics.

Thomas Moore

Based in Henley-on-Thames, Thomas Moore is a fund manager and senior credit analyst within Invesco Perpetual’s Fixed Interest team. Thomas began his career in New York in 1999 as a management consultant, with roles focused on US and international fixed income markets. In 2004 he joined Morgan Stanley where he held senior roles within the fixed income division. In 2011 he became Head of European Credit Analytics, subsequently becoming Managing Director in 2012. Thomas is a graduate of Harvard and Oxford Universities and holds an MBA from Columbia Business School. He is also a CFA charterholder.

Objective

The fund aims to achieve a high level of income together with capital growth over the medium to long term. The fund seeks to achieve its objective by investing primarily in high yielding corporate and government debt securities (which may include unrated or sub-investment grade), and equities. The fund may also invest in cash, cash equivalents, money market instruments, collective investment schemes and other transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

Europe High Yield over : 31/08/2016 - 31/08/2017
  • Rank 5/18 Total Return
  • Rank 14/18 Standard Deviation
  • Rank 6/18 Max Drawdown
Fund Name Currency Return
3 M&G European High Yield Bond GBP X Inc GBP

14.3%

4 Algebris Financial Credit I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.5%

5 Invesco Perpetual High Yield Acc GBP

9.8%

6 Nordea 1 - European High Yield Bond HAI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.9%

7 Fidelity Funds - European Hi Yld Y-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4%

Fund Name Currency Risk
12 JPM Europe High Yield Bond X GBP Hgd GBP

3.1

13 Goldman Sachs Europe HY Bond Pf R GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

14 Invesco Perpetual High Yield Acc GBP

3.5

15 Algebris Financial Credit I GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

16 Threadneedle European High Yld Bd Inst Gr Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

8.8

Fund Name Currency Loss
4 Muzinich Europeyield Hedged GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

5 BlueBay High Yield Corporate Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

6 Invesco Perpetual High Yield Acc GBP

-0.6%

7 Oaktree (Lux) Fds-Oaktree European HiYld Bd HGBPEA

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

8 BlueBay High Yield Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 3.9%
2016 8.4% -0.4% 1.3% 4.8% 2.5%
2015 -0.9% 2.6% 0.1% -3.1% -0.5%
2014 3.3% 1.4% 2.1% -0.3% 0.1%
2013 10.5% 2.4% 0.4% 4.6% 2.7%
2012 37.6% 15.7% -2.3% 10.4% 10.2%
2011 -3.2% 4.6% 0.3% -11.6% 4.3%
2010 16.7% 10.8% -1.6% 6.0% 1.0%
2009 61.0% -1.8% 30.5% 19.4% 5.1%
2008 -33.1% -6.5% 2.5% -8.6% -23.7%
2007 3.1% 2.8% -0.4% 0.7% -0.1%
2006 8.4% 3.6% -0.1% 2.3% 2.3%
2005 6.7% 0.4% 1.1% 3.0% 2.1%
2004 12.6% 2.0% 0.7% 4.7% 4.7%
2003 33.1% 6.3% 14.6% 4.5% 4.6%
2002 -9.4% -4.7% -4.8% -5.3% 5.5%
2001 -5.5% 3.2% -7.1% -10.5% 10.1%
2000 -7.9% 2.4% -2.4% -2.4% -5.5%
1999 0.1% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/05/1999
  • Share Class size146Mn
  • Base currencyGBP
  • ISIN GB0033028555

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).