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Invesco European Equity (UK) Acc

Ranked 104 out of 128 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Stephanie Butcher

Stephanie Butcher began her career in finance at Lazard Brothers in October 1993 having studied history at Cambridge University’s Gonville and Caius College. Butcher began managing US portfolios at Lazard before moving to Aberdeen Asset Management in 1997. She joined Aberdeen’s European desk in the summer of 1998 after a brief spell as a North American fund manager. Butcher moved to Invesco in 2003 to become a fund manager on the group’s European equities team.

Jeffrey Taylor

There are two main strands to Jeffrey Taylor's investment process. First is thorough fundamental research on each of the companies he invests in and the second is a continuous search for new investment opportunities. He generates new investment ideas from a number of sources including quantitative investment screens, technical analysis, research by independent fundamental analysts, press reports on companies and data on earnings revisions. Born in January 1963, Taylor gained an MA in Modern Languages from Oxford University.

Objective

The Fund invests primarily in shares of Continental European companies. It 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

Europe Excluding UK over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.8%
2018 -11.3% -3.3% 0.7% 2.7% -11.2%
2017 11.5% 4.6% 6.1% 2.5% -2.0%
2016 25.0% -1.2% 2.2% 9.4% 13.1%
2015 7.4% 12.8% -3.6% -6.2% 5.4%
2014 0.9% 5.8% -0.3% -2.8% -1.7%
2013 40.1% 9.0% 6.2% 10.7% 9.4%
2012 14.6% 9.2% -12.2% 10.5% 8.2%
2011 -16.0% 5.4% 0.1% -22.3% 2.5%
2010 3.7% 4.8% -13.1% 8.9% 4.7%
2009 16.4% -15.3% 6.5% 27.7% 1.0%
2008 -18.1% -4.6% -7.6% -10.0% 3.2%
2007 12.4% 5.3% 4.1% -0.1% 2.7%
2006 18.1% 11.2% -5.4% 6.4% 5.5%
2005 23.0% 2.5% 3.6% 8.4% 6.9%
2004 17.5% 0.6% 2.9% 2.7% 10.5%
2003 32.6% -7.6% 22.9% 6.5% 9.7%
2002 -22.9% 7.0% -9.4% -26.3% 8.0%
2001 -20.5% -10.1% -2.8% -21.4% 15.8%
2000 -1.2% 7.5% 2.3% -6.1% -4.4%
1999 22.6% -4.0% 4.5% -1.4% 23.9%
1998 29.0% 21.6% 7.0% -15.9% 17.9%
1997 30.6% 12.7% 7.4% 10.3% -2.2%
1996 9.4% 5.3% 1.7% 0.1% 2.0%
1995 26.7% 2.5% 10.5% 8.0% 3.6%
1994 -1.9% 4.4% -5.3% 0.6% -1.4%
1993 38.9% 10.4% 1.2% 14.5% 8.6%
1992 18.6% 3.2% -3.4% 7.5% 10.7%
1991 9.1% 10.3% 1.6% 0.2% -2.9%
1990 -22.5% 1.0% 0.6% -23.4% -0.3%
1989 66.5% 10.3% 21.7% 15.1% 7.8%
1988 24.4% 0.4% 7.4% 4.7% 10.2%
1987 -21.8% 5.8% 0.3% 12.6% -34.6%
1986 -4.5% 13.2% 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Novartis AG ORD 4.10%
Orange SA ORD 3.90%
Total SA ORD 3.88%
Sanofi SA ORD 3.79%
Siemens AG ORD 3.56%
Carrefour SA ORD 3.48%
AP Moeller - Maersk A/S ORD 3.37%
Deutsche Post AG ORD 3.20%
Renault SA ORD 3.17%
Telefonica SA ORD 3.10%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/01/1986
  • Share Class size2,157Mn
  • Base currencyGBP
  • ISIN GB0033028001

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.68%
  • Initial investment5.00%

Related News

Stephanie Butcher to co-manage £2 billion Invesco mandate

Butcher joins Jeff Taylor as co-manager of the £2.1 billion European Equity fund

Invesco promotes analysts to A-rated Euro equity team

Analyst Oliver Collin will join AA-rated Erik Esselink on Invesco Continental European Opportunities and AAA-rated Jeff Taylor on Invesco Euro Equity.

Invesco's European small-cap fund downgraded

Claire Griffiths’ Invesco GT European Smaller Companies unit trust has been downgraded by Standard & Poor’s Fund Services from AAA to AA amid concern over its ‘two years of underperformance’.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).