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Invesco Perpetual Global Opps Acc

Ranked 46 out of 3198 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stephen Anness

Based in Henley-on-Thames, Stephen Anness is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.

Andrew Hall

Andrew Hall is a fund manager at Invesco Perpetual. He has been with the firm since 2013 and prior to this, he was an analyst and one of six founding partners of Bramshott Capital LLP. Andrew manages the US Mutual, Australian Wholesale and Canadian Pool funds and is co-manager for the Invesco Perpetual Global Opportunities Fund. The global opportunities investment teams approach is intended to be neither growth nor value, instead they demonstrate a focus on valuation, seeking to build a portfolio, that in aggregate; has less debt than the market, generates more cash, has a higher return on equity, grows faster and importantly is more attractively valued than the market. Andrew holds an Investment Management Certificate from the CFA Society of the UK and a BSc in Economics from the University of Nottingham.

Objective

The fund aims to achieve long term capital growth through a portfolio of primarily global equities. 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.

Performance

Global over : 30/09/2016 - 30/09/2017
  • Rank 46/3198 Total Return
  • Rank 1029/3198 Standard Deviation
  • Rank 268/3198 Max Drawdown
Fund Name Currency Return
45 PM CAPITAL Global Companies

Currency exposure is hedged

Currency exposure is hedged

AUD

31.3%

46 FSI Solid Invest - Aktien Mandat VV USD

31.2%

46 Invesco Perpetual Global Opps Acc USD

31.2%

48 Investor Akcji Spolek Wzrostowych USD

31.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 6.9% 6.8%
2016 9.8% 0.1% -2.7% 5.3% 7.1%
2015 -3.3% 3.1% 3.4% -12.8% 3.9%
2014 -3.0% -0.5% 0.9% -5.5% 2.2%
2013 40.0% 9.9% 3.8% 12.3% 9.3%
2012 18.6% 10.8% -7.2% 7.2% 7.6%
2011 -4.4% 4.4% 2.3% -15.3% 5.6%
2010 11.1% 3.5% -11.4% 11.2% 8.9%
2009 15.7% 16.6% 5.5%
2007 3.1%
2006 12.8% 6.0% -4.1% 1.8% 9.0%
2005 8.7% 2.4% -0.7% 3.6% 3.2%
2004 20.8% 4.3% 2.5% 0.9% 12.0%
2003 34.0% -5.0% 16.7% 6.7% 13.3%
2002 -33.5% -6.0% -20.6% -16.0% 6.1%
2001 -29.2% -24.8% 3.3% -23.8% 19.6%
2000 -16.8% 7.5% -7.9% 1.0% -16.7%
1999 45.5% 13.1% 7.0% -3.9% 25.2%
1998 27.4% 14.5% 3.7% -12.2% 22.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Bayer AG ORD 7.69
Rolls-Royce Holdings PLC ORD 5.81
JPMorgan Chase & Co ORD 4.97
Standard Chartered PLC ORD 4.80
Citigroup Inc ORD 4.40
Tesco PLC ORD 3.74
EZTEC Empreendimentos e Participacoes SA ORD 3.69
Volkswagen AG PFD 3.32
PrairieSky Royalty Ltd ORD 3.01
National Oilwell Varco Inc ORD 2.67
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/1997
  • Share Class size234Mn
  • Base currencyGBP
  • ISIN GB0033029181

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

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).