Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Invesco Perpetual UK Focus Accumulation

Ranked 157 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 157/259 Total Return
  • Rank 214/259 Standard Deviation
  • Rank 223/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.9%
2017 11.7% 2.3% 2.1% 4.2% 2.6%
2016 18.4% -1.9% -1.9% 10.0% 11.9%
2015 -0.4% 5.8% 2.1% -12.1% 4.9%
2014 -2.7% 0.5% -1.7% -2.3% 0.7%
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

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date02/07/2001
  • Share Class size192Mn
  • Base currencyGBP
  • ISIN GB0033030965

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

Related News

Walker passes Children's fund to up-and-coming manager

New Year reshuffle at Invesco Perpetual sees analyst Tim Marshall promoted to replace Martin Walker on its Children's fund. 

Can you beat the market without an information advantage?

Investors need an information advantage in order to beat the market, according to a study by a leading academic.

Invesco Perpetual's Walker names his top stock picks for 2013

Invesco Perpetual UK Growth and UK Aggressive fund manager Martin Walker says he is still able to find 'rick pickings' in his favoured sectors.

Mustoe steps in as Invesco Perpetual loses global equity income duo

Nick Mustoe, chief investment officer at Invesco Perpetual, is taking on the management of the firm’s Global Equity Income fund following the departure of Paul Boyne and Doug McGraw.

Invesco Perpetual focuses on global equity in manager reshuffle

Invesco Perpetual has announced Stephen Anness will take charge of its £53 million Global Opportunities fund from the start of next year, as the investment house builds out its global equity capability.

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