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Invesco Perpetual UK Strategic Income (No Trl) Inc

Ranked 89 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Mark Barnett

Based in Henley-on-Thames, Mark Barnett is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed ended vehicles. Mark began his investment career with Mercury Asset Management in 1992. Mark joined Invesco Perpetual in 1996. Since then, he has become one of the team's most experienced fund managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Objective

The fund aims to produce an above average income with capital growth primarily through a portfolio of investments in UK companies. In pursuing this objective, the fund managers may include other 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 Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1%
2017 8.4% 4.1% 3.0% -0.5% 1.6%
2016 0.9% -1.7% -1.6% 4.2% 0.1%
2015 7.8% 4.5% 0.5% -0.9% 3.5%
2014 10.8% 3.4% 2.0% 1.1% 3.9%
2013 34.5% 17.1% 2.6% 5.1% 6.6%
2012 14.7% 5.3% 0.2% 6.0% 2.7%
2011 3.7% 1.7% 4.6% -5.8% 3.5%
2010 15.2% 4.6% -3.8% 8.4% 5.6%
2009 14.8% -10.4% 8.5% 13.5% 4.0%
2008 -19.6% -10.8% -0.8% -6.9% -2.4%
2007 5.5% 1.6% 3.9% -1.6% 1.5%
2006 16.1% 6.0% -1.6% 5.6% 5.4%
2005 21.7% 3.3% 5.7% 5.8% 5.4%
2004 19.7% 2.4% 3.6% 3.1% 9.4%
2003 21.6% -7.8% 17.6% 3.7% 8.1%
2002 -19.7% 4.5% -8.8% -17.6% 2.1%
2001 -3.9% -2.7% 4.7% -15.9% 12.1%
2000 11.8% 1.0% 3.4% -0.9% 7.9%
1999 14.8% 8.9% 1.6% -5.4% 9.8%
1998 9.8% 18.1% -0.4% -16.8% 12.1%
1997 23.6% 5.2% 2.6% 13.5% 0.8%
1996 20.1% 5.2% 2.7% 4.5% 6.5%
1995 14.8% 2.2% 3.7% 5.4% 2.9%
1994 -7.8% -4.8% -8.6% 2.6% 3.2%
1993 31.5% 7.1% 5.7% 7.2% 8.4%
1992 25.5% 0.8% 8.6% -2.7% 17.8%
1991 13.3% 19.2% -2.9% 9.8% -10.9%
1990 -10.6% -5.5% 4.4% -16.6% 8.6%
1989 24.8% 13.7% 3.7% 3.4% 2.4%
1988 7.4% 1.7% 7.0% -1.7% 0.4%
1987 22.4% 20.0% 18.1% 12.6% -23.3%
1986 38.1% 20.9% 8.1% -3.6% 9.5%
1985 28.0% 8.1% -2.3% 8.1% 12.1%
1984 44.4% 27.9% -11.3% 11.5% 14.3%
1983 49.1% 29.8% 10.2% 2.4% 1.8%
1982 22.0% 11.7% -0.6% -4.9% 15.5%
1981 43.0% 22.8% 8.8% -8.5% 17.1%
1980 29.5% 7.6% 7.5% 9.9% 1.9%
1979 -4.1% 13.6% 2.6% -2.1% -16.0%
1978 42.3% 3.0% 20.9% 7.5% 6.3%
1977 74.4% 25.7% 7.4% 21.0% 6.8%
1976 -0.4% -1.6% -1.0% -7.8% 10.8%
1975 42.0% 27.0% -3.3% 1.7% 13.6%
1974 -31.1% 0.0% -12.0% -20.6% -1.4%
1973 -12.1% -7.2% 5.2% -7.0% -3.2%
1972 23.8% 6.6% 5.7% 2.7% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/1971
  • Share Class size540Mn
  • Base currencyGBP
  • ISIN GB0033054452

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

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).