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Invesco European High Income (UK) NT Acc

Ranked 341 out of 395 in - Balanced GBP 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.

Paul Causer

Based in Henley-on-Thames, Paul Causer co-leads Invesco Perpetual’s Fixed Interest team with Paul Read, managing a number of government, corporate and non- investment grade portfolios. Paul began his investment career in 1983 in research and credit analysis with Asahi Bank, the large Japanese commercial bank. He then moved to the bank's treasury department and traded securities and derivative instruments until 1990 when he was given responsibility for managing the bank's multi-currency investment portfolio before joining Invesco Perpetual in 1994. Paul holds a BSc in Economics from the London School of Economics.

Paul Read

Based in Henley-on-Thames, Paul Read co-leads Invesco Perpetual’s Fixed Interest team with Paul Causer, managing a number of government, corporate and non- investment grade portfolios across the maturity spectrum. Paul began his investment career with UBS (Securities) Ltd in 1986, and then moved to Merrill Lynch International in 1988. Paul initially worked on the bond sales desk, covering institutional investment managers at Merrill Lynch, before moving on to debt trading and working as a director of fixed interest trading in Tokyo from 1991 and in Paris from 1993 before joining Invesco Perpetual in 1995. He holds a BA in Economics and History from the University of Toronto and also has an MBA from INSEAD.

Objective

The objective of the Fund is to achieve a high level of income together with capital growth over the medium to long term. The Fund invests primarily in European government and corporate fixed interest and other debt securities and in shares of European companies. 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

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -6.0% -2.0% 1.1% 1.4% -6.4%
2017 10.2% 3.6% 3.8% 1.5% 1.0%
2016 16.6% 1.4% 2.9% 6.3% 5.2%
2015 2.6% 5.0% -3.7% -1.7% 3.2%
2014 3.5% 3.3% 0.4% -0.9% 0.6%
2013 17.9% 6.5% 1.9% 3.9% 4.5%
2012 19.6% 9.4% -5.1% 7.4% 7.3%
2011 -5.8% 6.5% 2.1% -13.7% 0.4%
2010 5.0% 5.2% -11.1% 9.5% 2.6%
2009 29.4% -7.2% 9.4% 25.1% 1.9%
2008 -8.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/2008
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B2PZXZ99

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.02%
  • Initial investment0.00%

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