Invesco Perpetual UK Focus Fund Z Acc

Name
Invesco Perpetual UK Focus Fund Z Acc
Manager
Invesco Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8N46Q27
Sector
UK All Companies
Launched
12/11/2012
OCF
0.92 %
Risk Rating
5
3 Year Sharpe
0.63
3 Year Alpha
-1.98
Yield
2.7 %
Benchmark
FTSE AllSh TR GBP
The fund aims to achieve long-term capital growth through a portfolio of primarily UK securities. Investment may occasionally be made in securities of companies with significant sources of profit from, or close economic links with, the UK. The fund will normally hold a concentrated portfolio of stocks and there will be no direct correlation to any specific index. 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.
Name
Invesco Fund Managers Limited
Address
RG9 1HH,, Oxfordshire, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Martin Walker
Joined 01/01/2013

Martin Walker, UK Equities Fund Manager at Invesco Perpetual Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.

Data provided by Morningstar.

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