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Invesco Perpetual UK Growth

Ranked 114 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 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 114/259 Total Return
  • Rank 219/259 Standard Deviation
  • Rank 190/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 10.7% 2.1% 2.5% 3.4% 2.3%
2016 14.8% -2.8% -1.6% 8.5% 10.5%
2015 0.1% 6.0% 1.5% -11.3% 4.9%
2014 0.5% 0.0% -1.2% -0.8% 2.5%
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 10.5% 9.5% 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 30.9% 6.3% 6.9% 8.4% 6.2%
1994 -2.6% -3.4% -6.8% 4.9% 3.1%
1993 34.3% 9.5% 5.7% 7.0% 8.5%
1992 27.6% 2.9% 10.6% -5.4% 18.4%
1991 19.9% 22.9% -3.4% 10.1% -8.3%
1990 -4.5% -5.0% 9.0% -14.9% 8.3%
1989 23.6% 18.8% -0.2% 3.4% 0.9%
1988 14.8% 8.0% 5.8% 3.2% -2.5%
1987 5.7% -32.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date12/06/1987
  • Share Class size1,111Mn
  • Base currencyGBP
  • ISIN GB0033031153

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. 

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.

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.

Whittaker puts 'option money' on Bookham

Stephen Whittaker, head of UK funds at Perpetual, yesterday took a stake in Bookham Technology, the optical components manufacturer and former darling of technology fans.

Nigel Thomas gets ratings upgrade

Nigel Thomas’ ABN Amro UK Growth unit trust has been upgraded by Standard & Poor’s Fund Research analysts from AA to AAA, the company’s highest possible rating for a fund.

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