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Invesco UK Equity Fund A AD GBP

Ranked 221 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Martin Walker

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.

Objective

The Fund aims to achieve capital growth. The Fund seeks to achieve its objective by investing primarily in equity securities issued by (i) companies having their registered office in the United Kingdom, (ii) companies and other entities located outside the United Kingdom carrying out their business activities predominantly in the United Kingdom, or (iii) holding companies, the interests of which are predominantly invested in subsidiary companies with a registered office in the United Kingdom.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 221/234 Total Return
  • Rank 143/234 Standard Deviation
  • Rank 161/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -15.9% -7.7% 7.5% -4.2% -11.5%
2017 9.9% 1.8% 3.2% 2.8% 1.8%
2016 13.3% -2.9% -3.3% 9.9% 9.7%
2015 0.3% 5.6% 2.1% -11.2% 4.7%
2014 0.3% 0.2% -1.9% -0.8% 2.8%
2013 37.6% 12.7% 2.7% 10.2% 7.8%
2012 22.1% 9.1% -2.2% 7.6% 6.4%
2011 -0.9% 1.7% 2.5% -9.6% 5.2%
2010 8.0% 2.8% -8.8% 8.9% 5.7%
2009 17.9% -17.3% 15.3% 20.4% 2.8%
2008 -32.0% -13.6% -9.9% -10.0% -3.0%
2007 -1.4% 2.8% 4.5% -2.7% -5.6%
2006 16.1% 7.9% -4.1% 4.7% 7.2%
2005 21.5% 2.0% 3.8% 6.7% 7.6%
2004 18.1% 7.6% 2.8% -0.5% 7.3%
2003 39.0% -9.2% 32.2% 10.6% 4.7%
2002 -22.9% 8.1% -7.7% -23.5% 1.0%
2001 12.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Hong Kong
  10. Ireland
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Malta
  15. Netherlands
  16. Norway
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date08/10/2018
  • Share Class size92Mn
  • Base currencyGBP
  • ISIN LU1775979708

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management1.05%

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