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Invesco Perpetual Income & Growth

Ranked 88 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Ciaran Mallon

Based in Henley-on-Thames, Ciaran Mallon is responsible for the management of a number of UK equity portfolios at Invesco Perpetual. Ciaran began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining Invesco Perpetual in 2005.He holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.

Objective

The fund aims to produce an above average level of income combined with long-term capital growth by investing primarily in equities listed in the UK. 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

UK Equity Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 7.5% 4.8% 2.7% -1.0% 0.9%
2016 6.2% -2.0% 1.9% 5.6% 0.7%
2015 5.6% 5.3% -0.7% -2.8% 3.8%
2014 4.3% 0.2% 1.7% -1.3% 3.6%
2013 25.3% 11.6% 0.0% 6.1% 5.9%
2012 16.1% 7.1% -0.3% 6.0% 2.6%
2011 4.0% 1.7% 3.7% -7.7% 6.9%
2010 13.2% 6.3% -7.5% 10.4% 4.3%
2009 17.2% -15.5% 12.8% 18.9% 3.3%
2008 -28.1% -12.8% -5.4% -6.4% -6.9%
2007 1.2% 3.8% 1.1% -2.8% -0.8%
2006 21.1% 7.6% -2.5% 7.1% 7.8%
2005 20.7% 3.4% 5.1% 5.9% 4.9%
2004 18.1% 2.5% 2.9% 3.0% 8.8%
2003 21.8% -7.4% 17.9% 3.5% 7.8%
2002 -20.6% 4.5% -9.0% -17.5% 1.2%
2001 -3.3% -3.1% 4.3% -15.0% 12.5%
2000 10.1% 2.3% 3.2% -2.6% 7.1%
1999 23.6% 11.3% 5.0% -2.9% 9.0%
1998 8.8% 20.6% -1.5% -17.6% 11.0%
1997 16.8% 4.3% 3.3% 8.8% -0.4%
1996 24.3% 10.2% 4.3% 4.8% 3.3%
1995 24.8% 4.4% 3.8% 11.0% 3.8%
1994 -0.8% 2.9% -6.0% 4.2% -1.5%
1993 63.3% 14.8% 14.9% 13.6% 9.0%
1992 13.3% 0.7% 8.2% -8.4% 13.5%
1991 12.1% 17.5% -6.3% 7.0% -4.9%
1990 -16.4% -7.0% 3.9% -20.3% 8.5%
1989 24.2% 12.6% 2.8% 2.7% 4.5%
1988 16.5% 2.4% 7.7% 1.5% 4.1%
1987 25.0% 27.1% 15.6% 6.6% -20.2%
1986 26.9% 23.1% 0.4% -1.5% 4.2%
1985 21.5% 10.3% -3.0% 3.9% 9.4%
1984 21.2% 10.3% -8.6% 12.2% 7.2%
1983 30.8% 11.7% 10.9% -2.0% 7.7%
1982 22.5% 4.4% -2.6% 10.8% 8.7%
1981 10.4% 15.0% 1.9% -14.1% 9.7%
1980 36.6% 3.6% 12.1% 17.4% 0.2%
1979 12.3% 20.0% -5.0% 3.9% -5.3%
1978 8.9% 0.3% 5.6% 9.9% -6.4%
1977 66.7% 14.6% 18.1% 20.0% 2.7%
1976 11.8% 7.4% -1.3% -3.9% 9.8%
1975 61.7% 27.6% 9.8% 2.0% 13.3%
1974 -8.8% -2.6% -5.4% -5.1% 4.1%
1973 -11.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date24/08/1973
  • Share Class size463Mn
  • Base currencyGBP
  • ISIN GB0033053488

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Initial investment5

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