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Invesco Perpetual UK Aggressive

Ranked 179 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Martin Walker

Educated at the University of Liverpool and graduating with a BA in Financial Economics, Martin Walker has worked in the equity markets since 1997. He started his career with BWD Rensburg in 1997, where he cut his teeth as an investment analyst. In 1999 Walker joined what was then Perpetual, initially working as part of the UK equity team that assisted Neil Woodford. After a few years as an analyst he made the move into management with the Invesco Perpetual Children’s Fund, assuming responsibility for €155m fund in 2003. Versatility in the management of his funds is key for Walker and he describes his investment style as pragmatic. Outside of fund of management the he cites music as his main interest.

Objective

The fund aims to achieve long-term capital growth through a portfolio of primarily UK securities. Investment may occasionally be made in securities of companies with significant sources of profit from, or close economic links with, the UK. The fund will normally hold a concentrated portfolio of stocks and there will be no direct correlation to any specific index. 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

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.5% -1.7% -2.3%
2013 47.4% 15.0% 4.3% 11.7% 10.0%
2012 30.3% 14.0% -6.0% 8.2% 12.3%
2011 -3.7% 1.4% 2.9% -9.1% 1.6%
2010 6.6% 5.6% -6.5% 5.3% 2.6%
2009 20.8% -12.8% 11.4% 20.2% 3.5%
2008 -24.1% -15.6% -4.3% -9.2% 3.5%
2007 -2.6% 2.3% 5.8% -4.3% -5.9%
2006 17.9% 10.1% -6.5% 4.5% 9.6%
2005 28.7% 2.5% 3.9% 9.8% 10.2%
2004 23.4% 10.4% 3.2% 1.2% 7.2%
2003 70.2% -4.6% 42.3% 20.9% 3.7%
2002 -23.4% -2.4% -6.9% -26.1% 14.0%
2001 30.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.09
Royal Dutch Shell PLC ORD 5.69
Rio Tinto PLC ORD 5.34
BP PLC ORD 5.17
Legal & General Group PLC ORD 5.02
Friends Life Group Ltd ORD 4.37
Rentokil Initial PLC ORD 3.96
BT Group PLC ORD 3.89
British Sky Broadcasting Group PLC ORD 3.84
GKN PLC ORD 3.83
31/08/2014

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date02/07/2001
  • Share Class size245Mn
  • Base currencyGBP
  • ISIN GB0033030965

Purchase Info

  • Min. initial investment500
  • Min. additional investment20

Charges

  • Initial investment5

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...more...

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