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Invesco Perpetual Latin American

Ranked 29 out of 40 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Nicholas Mason

Nicholas Mason is a fund manager at Invesco Perpetual based in Henley-on-Thames. He has been with the firm since 2006 having joined from the Development Department of the Scottish Executive where he was an investment strategist. He manages the Invesco Perpetual Emerging European Fund using a neutral investment style to enable him to actively take advantage of the best mix of individual opportunities in the market irrespective of the stock, sector or country. Nicholas holds the IMC and graduated from the Massachusetts Institute of Technology (MIT) and the University of Edinburgh.

Dean Newman

Dean Newman runs emerging markets equities funds at Invesco Perpetual, having joined the company in 1997. He uses an active investment strategy for the Invesco Perpetual Emerging Countries Fund, an all cap fund where he does not use cash as a tactical element. Prior to joining Invesco Perpetual, he worked at Sanwa Bank for six years and Legal & General also for six years. He studied Economics & Politics at Durham University and is currently based in Henley-on-Thames, UK.


The fund aims to achieve capital growth in Latin America. The fund intends to invest primarily in shares of companies in South and Central America (including Mexico) and the Caribbean, although it may include other Latin American related investments. 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


Latin America over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.8% 9.1% -7.3% 9.5% -3.6%
2016 45.2% 18.8% 9.3% 11.1% 0.7%
2015 -27.3% -5.8% -4.2% -21.8% 3.0%
2014 -10.6% -2.2% 4.5% -2.8% -10.0%
2013 -14.4% 10.0% -14.4% -3.7% -5.6%
2012 9.9% 9.3% -14.2% 8.8% 7.7%
2011 -19.7% -6.1% -1.6% -19.4% 7.7%
2010 25.7% 9.4% -9.6% 13.3% 12.3%
2009 92.3% 2.1% 23.2% 30.5% 17.2%
2008 -39.3% -5.4% 10.2% -33.4% -12.6%
2007 36.9% 5.4% 17.0% 6.2% 4.5%
2006 26.1% 16.5% -10.3% 5.6% 14.3%
2005 68.2% 1.8% 17.8% 29.2% 8.6%
2004 31.5% 7.0% -9.4% 20.5% 12.6%
2003 80.4% 6.4% 22.0% 15.8% 20.1%
2002 -34.3% 9.0% -29.0% -24.6% 12.7%
2001 -8.7% -10.6% 13.3% -37.2% 43.5%
2000 -8.9% 11.2% -3.9% -1.7% -13.3%
1999 51.4% 4.9% 15.5% -10.5% 39.7%
1998 -43.1% -0.9% -18.4% -33.3% 5.5%
1997 22.6% 15.8% 17.4% 4.7% -13.9%
1996 15.7% 11.6% 12.0% -1.5% -6.1%
1995 -24.7% -30.6% 10.8% 0.1% -2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date05/11/1994
  • Share Class size162Mn
  • Base currencyGBP
  • ISIN GB0033027706

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20


  • 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).