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Invesco Perpetual UK Small Cos Eq

Ranked 33 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Brown

Jonathan Brown is a UK small cap equity fund manager at Invesco Perpetual where he manages a number of funds. Prior to joining Invesco, Jonathan worked at Lazard Asset Management where he specialised in private client fund administration. Jonathan joined Invesco in 2000 following a similar role until 2004 when he joined the UK equities team where he currently works. He studied Biochemistry at UMIST and is now based in Henley-on-Thames.

Objective

The fund aims to achieve capital growth in the UK. The fund intends to invest primarily in shares of smaller companies 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 Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 26.4% 7.3% 5.4% 6.7% 4.8%
2016 11.7% -2.7% -7.9% 17.1% 6.5%
2015 19.0% 4.7% 7.8% 0.2% 5.2%
2014 2.7% 4.9% -4.3% -1.9% 4.3%
2013 32.9% 11.1% 1.3% 8.3% 9.0%
2012 24.3% 13.3% -4.2% 8.1% 5.9%
2011 -6.9% 0.5% 5.2% -13.7% 2.1%
2010 23.9% 4.5% -3.7% 11.2% 10.6%
2009 34.9% -6.7% 16.8% 19.8% 3.3%
2008 -33.2% -5.6% -0.9% -14.8% -16.2%
2007 -1.3% 4.6% 0.7% -4.9% -1.6%
2006 28.0% 9.9% -3.0% 6.5% 12.6%
2005 31.9% 5.4% 6.1% 8.0% 9.1%
2004 24.0% 8.6% 1.3% 0.9% 11.8%
2003 34.6% -4.7% 25.0% 10.5% 2.2%
2002 -22.5% 2.5% -6.8% -17.4% -1.8%
2001 -9.8% -4.0% 2.7% -21.9% 17.1%
2000 11.4% 14.9% -2.9% 2.0% -2.2%
1999 67.5% 14.0% 11.6% 2.9% 27.9%
1998 -5.3% 12.9% 5.5% -22.3% 2.4%
1997 8.9% 7.3% -4.8% 5.0% 1.5%
1996 16.5% 8.5% 6.1% 0.7% 0.6%
1995 25.1% -1.0% 8.5% 10.3% 5.6%
1994 3.2% 5.6% -4.5% 2.3% 0.0%
1993 57.0% 19.1% 11.1% 10.4% 7.6%
1992 -12.4% 24.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/05/1992
  • Share Class size657Mn
  • Base currencyGBP
  • ISIN GB0033030528

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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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).