Jonathan Brown is a UK small cap equity fund manager at Invesco Perpetual where he manages a number of funds. Prior to joining Invesco, Jonathan worked at Lazard Asset Management where he specialised in private client fund administration. Jonathan joined Invesco in 2000 following a similar role until 2004 when he joined the UK equities team where he currently works. He studied Biochemistry at UMIST and is now based in Henley-on-Thames.
John Surplice graduated from Edinburgh University with an MA in economics. He began his career in 1992 with Price Waterhouse where he qualified as a chartered accountant. John joined Invesco Asset Management in 1995 as a fund manager in the European equities team and is now responsible for the management of pan European retail and institutional mandates. He has been managing funds for over 15 years and uses a pragmatic and flexible approach to investing.
Educated at the University of Liverpool and graduating with a BA in Financial Economics, Martin Walker has worked in the equity markets since 1997. He started his career with BWD Rensburg in 1997, where he cut his teeth as an investment analyst. In 1999 Walker joined what was then Perpetual, initially working as part of the UK equity team that assisted Neil Woodford. After a few years as an analyst he made the move into management with the Invesco Perpetual Children’s Fund, assuming responsibility for €155m fund in 2003. Versatility in the management of his funds is key for Walker and he describes his investment style as pragmatic. Outside of fund of management the he cites music as his main interest.
The Fund aims to achieve long term capital growth through a concentrated portfolio by investing primarily in equity and equity related securities of companies listed on European exchanges. Up to 30% of the Fund's assets may be invested in cash and cash equivalents, money market instruments, equity and equity related securities issued by companies or other entities not meeting the above requirements or debt securities (including convertible debt) of issuers worldwide.
Rank 212/224 Total Return
Rank 115/224 Standard Deviation
Rank 161/224 Max Drawdown
|210||Aviva Investors European Equity B EUR||GBP||
|211||Invesco Pan European Equity A Acc EUR||GBP||
|212||Invesco Pan European Focus Equity C Acc EUR||GBP||
|213||State Street Europe Value Spotlight Fund P||GBP||
|214||BGF European Value A2 EUR||GBP||
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|114||Adelphi European Select Equity D EUR Acc||GBP||
|115||Invesco Pan European Focus Equity C Acc EUR||GBP||
|116||UBAM Europe Equity AC EUR||GBP||
|117||Invesco Pan European Equity A Acc EUR||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date15/12/2011
- Share Class size01Mn
- Base currencyEUR
- Min. initial investment800,000
- Min. regular additional investment0
- Annual management1.00%