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Stephen Anness

Stephen Anness

About Stephen Anness

Previously fund manager of UK based equities at Invesco Perpetual, Stephen Anness has now assumed the responsibility for Invesco’s global funds. Stephen has worked at Invesco Perpetual for over ten years and favours an active and unrestrained approach to investing. Although educated in Swansea where he gained a BSc in Economics, Stephen is now based in Henley-on-Thames.

Are you Stephen Anness?

Citywire Rating: A rated


  • ANot rated in Apr 2011
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  • JRated A in Jan 2013
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  • MRated A in Mar 2013
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  • JNot rated in Jan 2014
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  • JNot rated in Jan 2015
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  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015


Equity - Global Equities
over : 31/10/2014 - 31/10/2015
Manager Return
120 Amit Lodha 6.6%
121 Graham Duce 6.5%
122 Andrew Hall 6.5%
122 Stephen Anness 6.5%
122 John DeVita 6.5%
122 Rehan Chaudhri 6.5%
122 John Hock 6.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 8.3% -2.4% -9.5%
2014 3.1% -1.1% -1.6% -0.4% 6.3%
2013 37.4% 17.6% 3.9% 5.2% 6.8%

Related News

Why Invesco Perpetual's Mustoe & Anness like banks & oil

Business overhauls and stabilising prices will make banks and oil companies the contrarian trades for 2016, according to Invesco Perpetual's global equities team.

Invesco Perpetual's Hall buys 'special situation' Tesco for global fund

Andrew Hall has bought a 2.18% stake in the struggling supermarket giant, believing there is now a credible case for a recovery over the coming years.

Anness gets hedgie co-manager on Invesco Perpetual Global Opportunities

Andrew Hall, a hedge fund veteran, has been promoted to co-manager of the £163 million Invesco Perpetual Global Opportunities fund.

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.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.