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Invesco UK Companies (UK) Acc

Ranked 218 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Tim Marshall

Based in Henley-on Thames, Tim Marshall joined Invesco Asset Management in August 2014 as a senior investment analyst within our UK Equities team. Tim started his investment career with UBS, London in 2001. Specialising in Transport sector equity research, he became Head of European Transport Research in 2006, and was a number one rated transport analyst by both Institutional Investor and Extel. Three years later, he joined Redburn as an analyst, subsequently becoming a Partner at the company.Tim holds an MA (Hons) in International Relations and Modern History from the University of St Andrews, Scotland.

Objective

The objective of the Fund is to achieve capital growth. The Fund invests in shares of UK 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

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 218/255 Total Return
  • Rank 221/255 Standard Deviation
  • Rank 218/255 Max Drawdown
Fund Name Currency Risk
219 RWC UK Focus B GBP GBP

15.6

220 BlackRock UK A Acc GBP

15.6

221 Invesco UK Companies (UK) Acc GBP

15.7

222 Jupiter UK Growth GBP

15.7

223 Fidelity UK Opportunities W Acc GBP

15.9

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -15.5% -6.4% 8.4% -2.1% -14.9%
2017 6.5% 2.1% 2.1% -0.3% 2.4%
2016 12.4% -2.9% -3.6% 9.6% 9.6%
2015 0.7% 6.0% 1.8% -11.1% 5.0%
2014 0.0% -0.7% -1.2% -0.8% 2.9%
2013 39.0% 12.9% 2.9% 10.3% 8.4%
2012 22.6% 9.2% -1.8% 7.5% 6.2%
2011 -0.3% 1.8% 2.3% -9.1% 5.4%
2010 8.3% 3.4% -8.4% 8.9% 5.1%
2009 16.0% -16.4% 12.9% 19.2% 3.1%
2008 -22.9% -11.7% -4.0% -7.5% -1.7%
2007 4.2% 1.6% 3.2% -1.1% 0.5%
2006 17.1% 6.3% -0.9% 6.0% 4.9%
2005 23.2% 3.3% 6.3% 6.1% 5.8%
2004 21.3% 4.7% 4.6% 0.3% 10.5%
2003 21.9% -8.7% 20.5% 3.5% 7.0%
2002 -24.3% 0.8% -11.8% -17.0% 2.5%
2001 -20.5% -12.1% -1.5% -16.1% 9.5%
2000 -2.5% -0.2% 0.8% -1.1% -2.0%
1999 28.5% 15.7% -0.6% -5.7% 18.4%
1998 7.9% 15.3% 1.1% -16.5% 10.9%
1997 25.2% 5.2% 6.7% 13.3% -1.5%
1996 12.9% -0.2% 1.4% 6.7% 4.6%
1995 20.6% 3.8% 3.9% 6.3% 5.2%
1994 -8.4% -9.3% -3.6% 2.7% 2.0%
1993 19.7% 1.3% 1.4% 5.2% 10.8%
1992 19.4% 0.5% 4.8% 3.1% 10.0%
1991 13.5% 13.7% -1.0% 6.6% -5.5%
1990 -7.6% -5.4% 7.8% -16.2% 8.1%
1989 31.6% 13.3% 6.5% 4.6% 4.3%
1988 -2.3% -1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 8.64%
Royal Dutch Shell PLC ORD 7.71%
Royal Bank of Scotland Group PLC ORD 4.15%
British American Tobacco PLC ORD 3.92%
Rolls-Royce Holdings PLC ORD 3.77%
Whitbread PLC ORD 3.56%
Ashtead Group PLC ORD 3.43%
BAE Systems PLC ORD 3.37%
Easyjet PLC ORD 3.27%
Next PLC ORD 3.21%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/04/1988
  • Share Class size182Mn
  • Base currencyGBP
  • ISIN GB0033031047

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.72%
  • 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).