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Invesco Perpetual UK Growth

Ranked 121 out of 262 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 capital growth in the UK. The fund intends to invest primarily in companies listed in the UK. 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 : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.9% 0.0% -1.2% -0.8%
2013 38.0% 13.3% 2.5% 9.9% 8.2%
2012 23.0% 9.0% -2.0% 7.7% 6.8%
2011 0.7% 2.0% 2.7% -8.9% 5.5%
2010 9.0% 3.0% -8.2% 8.8% 6.0%
2009 18.1% -16.1% 13.9% 19.8% 3.1%
2008 -30.4% -11.8% -10.0% -10.5% -2.1%
2007 -1.4% 2.9% 4.3% -3.1% -5.3%
2006 17.0% 8.4% -3.9% 4.2% 7.7%
2005 21.2% 2.0% 3.8% 6.4% 7.6%
2004 18.8% 8.0% 2.5% -0.3% 7.6%
2003 39.2% -9.1% 31.8% 10.8% 4.8%
2002 -21.9% 8.1% -8.4% -22.8% 2.2%
2001 -4.9% -3.3% 7.0% -18.8% 13.1%
2000 18.5% 0.5% 10.2% -2.7% 10.0%
1999 10.7% 9.7% 6.6% -4.1% -1.3%
1998 2.5% 16.6% -3.6% -19.8% 13.8%
1997 21.3% 6.3% 2.9% 11.5% -0.5%
1996 16.6% 4.0% 1.9% 4.2% 5.7%
1995 8.0% 1.7% 6.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.52
Royal Dutch Shell PLC ORD 5.36
BP PLC ORD 4.70
Legal & General Group PLC ORD 4.59
Rio Tinto PLC ORD 4.30
Friends Life Group Ltd ORD 4.18
BAE Systems PLC ORD 4.11
BT Group PLC ORD 3.60
Novartis AG ORD 3.04
GKN PLC ORD 2.94
31/08/2014

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date12/06/1987
  • Share Class size1,212Mn
  • Base currencyGBP
  • ISIN GB0033031153

Purchase Info

  • Min. initial investment500
  • Min. additional investment20

Charges

  • Initial investment5

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

Invesco’s Greenwood fears bank crisis could spark new credit crunch

Invesco’s John Greenwood said problems in the banking sector could result in a second credit crunch.

Invesco Perpetual draws inspiration from the 60s for split cap launch

After a difficult few years for split cap trusts, Invesco Perpetual has gone 'back to basics' with the launch of fund that bears hallmarks of the structure used when splits were first introduced to the UK back in the 1960s.

Top managers on whether you should take profits on small-caps.

Top fund managers Richard Plackett, Harry Nimmo (pictured), Tim Steer, Martin Walker and Andrew Brough argue over whether you should take profit on outperforming smaller companies.

Invesco Perpetual lines up 'classic' split cap trust for Walker

Invesco Perpetual is considering launching a split cap trust for Martin Walker under the classic structure, which will see an even split between income and capital shares.  

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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.

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The Artemis fund management trio of Lindsay Whitelaw, Adrian Frost and Mark Tyndall have all gained ratings in the latest Citywire figures to be released, doubling the number of rated managers at the firm.

Forget the easy ride, says Burke

Big positions in Cable & Wireless, Legal & General, and Britannic Assurance have helped Ed Burke continue to do well in his Invesco Perpetual UK Aggressive fund, but he warns that the easy ride in the stockmarket is over.

...more...

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