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Invesco Perpetual UK Focus Accumulation

Ranked 117 out of 255 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.


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


UK (All Companies) over : 28/02/2017 - 28/02/2018
  • Rank 117/255 Total Return
  • Rank 177/255 Standard Deviation
  • Rank 161/255 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size201Mn
  • Base currencyGBP
  • ISIN GB0033030965

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20


  • 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. 

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

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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.

Fund Result: Stephen Anness, Invesco Perpetual UK Aggressive fund

Stephen Anness performed in line with his benchmark during the month of August.

Walker and Anness take over as Burke retires early

(update) Ed Burke, manager of the Invesco Perpetual UK Growth and UK Aggressive funds, has taken early retirement, passing control to Martin Walker and Stephen Anness respectively.

Multi-manager Henderson ditches Bradbury fund

The Henderson Global Investors multi-manager team has swapped its holding in Citywire AA-rated Ashton Bradbury’s Old Mutual UK Select Mid Cap fund for Ed Burke’s Invesco Perpetual UK Aggressive fund.

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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).