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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Stuart Edwards

Stuart Edwards

About Stuart Edwards

Stuart Edwards is a fixed interest fund manager at Invesco Perpetual. Stuart began his career as an economist at Standard & Poor’s in 1997 after graduating from the University of London with an MSc in Finance. Now based in Henley-on-Thames, Stuart is responsible for global bond and cash portfolios at Invesco, having previously worked as a fixed income strategist there.

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Citywire Rating: AA rated

2012

  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

Performance

Bonds - Global
over : 30/11/2011 - 30/11/2014
Rank 35/65 Bonds - Global
Manager Return
33 David Zahn 12.9%
34 Wesley Sparks 12.4%
35 Stuart Edwards 12.2%
36 George Henderson 11.5%
37 Chun Lee 11.1%
37 Jeff Keen 11.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% -0.8% 2.6%
2013 -0.1% 5.1% -1.1% -2.8% -1.2%
2012 5.9% 1.6% 1.1% 0.5% 2.6%
2011 5.4% -0.5% 2.6% 2.0% 1.2%
2010 1.0% 0.4% -1.4%

Related News

Invesco cuts fees on Barnett and Mustoe’s trust

Invesco has lowered the charges on its closed-ended fund of funds.

Trust Insider: an under-the-radar Invesco trust arbitrage

Woodford’s new company has been hogging headlines, but I thought I would look at one of the more obscure funds run by Invesco Perpetual

Invesco's Causer and Read get bond fund co-manager

Michael Matthews will join Paul Read and Paul Causer as a co-manager on the Invesco Perpetual Corporate Bond fund.

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.