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Invesco Perpetual Tactical Bond

Ranked 47 out of 60 in - Sterling Strategic Bond 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.

Paul Read

Based in Henley-on-Thames, Paul Read co-leads Invesco Perpetual’s Fixed Interest team with Paul Causer, managing a number of government, corporate and non- investment grade portfolios across the maturity spectrum. Paul began his investment career with UBS (Securities) Ltd in 1986, and then moved to Merrill Lynch International in 1988. Paul initially worked on the bond sales desk, covering institutional investment managers at Merrill Lynch, before moving on to debt trading and working as a director of fixed interest trading in Tokyo from 1991 and in Paris from 1993 before joining Invesco Perpetual in 1995. He holds a BA in Economics and History from the University of Toronto and also has an MBA from INSEAD.

Objective

The fund aims to achieve a high level of return through a combination of income and capital growth over the medium to long term. This will be achieved through a flexible allocation to corporate and government debt securities (which may be unrated or sub-investment grade), transferable securities, collective investment schemes, financial derivative instruments and cash. Financial derivative instruments can be used for investment purposes and for efficient portfolio management. Derivatives may be used to achieve both long and short exposure to credit, interest rates and currencies globally.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 2.5% 1.5% 0.8% 0.1% 0.1%
2016 3.4% 0.7% 1.3% 1.0% 0.4%
2015 -0.2% 1.9% -1.3% -1.3% 0.5%
2014 5.0% 2.7% 1.5% 0.5% 0.2%
2013 4.4% 1.3% 0.3% 1.3% 1.4%
2012 26.9% 14.5% -1.6% 7.7% 4.6%
2011 -6.7% 2.9% 0.4% -12.8% 3.5%
2010 -2.5% 6.1% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/2010
  • Share Class size791Mn
  • Base currencyGBP
  • ISIN GB00B4V74V60

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

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).