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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?

Education

  • University of Swansea
  • BSc in Economics

Citywire Rating: Not Eligible

Stephen Anness does not have the required track record to be eligible for a Citywire Rating. See methodology

Performance

Equity - Global Equities
over : 31/07/2013 - 31/07/2014
Manager Return
171 Richard Oldfield 2.2%
172 Richard Scrope 2.0%
173 Stephen Anness 2.0%
174 Jonathan Asante 1.9%
175 Donald Huber 1.8%
175 John Remmert 1.8%
175 Laurence Jobert 1.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -3.6% -1.1% -1.6% -1.0%
2013 37.4% 17.6% 3.9% 5.2% 6.8%

Related News

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.

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.