Invesco European Smaller Companies (UK) Acc

Ranked 70 out of 76 in - European Small & Medium Companies over 36 months
All calculations are in GBP unless stated

Managed by

Adrian Bignell

Based in Henley-on-Thames, Adrian Bignell is responsible for a number of European equity portfolios at Invesco Perpetual, with a particular interest in the small cap sector. Adrian began his investment career at Cazenove in 1994 and became a director of the company and vice-head of their European Equities team. In September 2003, Adrian joined hedge fund manager, Park Place Capital, as a European small and mid cap analyst. He joined Invesco Perpetual in 2003. He holds an MA (Honours) in French from St Andrews University.

Objective

The objective of the Fund is to achieve capital growth. The Fund invests primarily in shares of European smaller companies excluding the UK. The Fund is actively managed within its objectives and is not constrained by a benchmark. The reference to (UK) in the Fund name only relates to the Funds domicile and is unrelated to the Funds objectives and investment policy.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -16.1% -4.3% 3.7% 0.3% -15.7%
2017 17.3% 3.9% 5.7% 6.3% 0.5%
2016 13.2% -1.4% 0.7% 8.6% 4.9%
2015 22.5% 11.8% 0.4% 1.7% 7.4%
2014 -3.0% 8.6% 0.1% -9.1% -1.9%
2013 38.0% 14.0% -1.0% 9.1% 12.1%
2012 16.9% 16.1% -12.5% 8.7% 5.9%
2011 -21.9% 4.7% -1.9% -26.0% 2.7%
2010 23.8% 6.1% -17.1% 14.8% 22.7%
2009 45.0% -13.0% 27.6% 24.0% 5.3%
2008 -53.7% -11.2% -0.6% -30.6% -24.5%
2007 9.5% 12.4% 4.8% -3.6% -3.6%
2006 34.9% 23.3% -5.1% 1.7% 13.5%
2005 38.5% 8.8% 8.3% 17.6% -0.1%
2004 21.8% 0.4% 4.4% 2.7% 13.2%
2003 31.8% -5.9% 19.9% 8.7% 7.5%
2002 -25.5% 3.0% -4.1% -28.2% 5.2%
2001 -39.8% -23.8% -8.0% -27.3% 18.2%
2000 -8.7% 36.0% -10.1% -1.0% -24.5%
1999 56.4% -0.2% 4.2% -3.8% 56.4%
1998 46.0% 33.4% 15.0% -16.4% 13.8%
1997 14.2% 12.6% -1.7% 6.8% -3.3%
1996 28.9% 21.6% 9.1% -2.9% 0.1%
1995 30.4% 0.5% 11.0% 12.3% 4.0%
1994 1.2% 9.6% -4.1% 2.2% -5.9%
1993 55.4% 18.6% 2.8% 13.5% 12.4%
1992 6.9% 11.4% -3.1% -1.7% 0.7%
1991 -2.7% 8.3% 2.9% -1.2% -11.7%
1990 -21.0% 4.8% 2.8% -24.2% -3.2%
1989 66.1% 12.0% 21.5% 10.3% 10.6%
1988 26.9% 4.9% 10.3% 2.7% 6.8%
1987 -40.7% 1.2% -6.3% 15.3% -45.7%
1986 42.9% 13.2% 4.4% 14.7% 5.4%
1985 30.4% -1.5% 1.7% 8.4% 19.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
GBP Cash 6.06%
Ocean Yield ASA ORD 4.52%
FLEX LNG Ltd ORD 3.29%
NOS SGPS SA ORD 2.92%
Borr Drilling Ltd ORD 2.73%
Greencoat Renewables PLC ORD 2.54%
Africa Oil Corp ORD 2.52%
SIG Combibloc Group AG ORD 2.51%
Accsys Technologies PLC ORD 2.50%
Golar LNG Ltd ORD 2.42%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1984
  • Share Class size145Mn
  • Base currencyGBP
  • ISIN GB0033030189

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.70%
  • Initial investment5.00%

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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).