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Invesco UK Focus (UK) Acc

Ranked 224 out of 255 in - UK (All Companies) over 12 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 objective of the Fund is to achieve long-term capital growth. It invests primarily in shares of UK companies or in shares of companies with significant interests in the UK. 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

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 224/255 Total Return
  • Rank 178/255 Standard Deviation
  • Rank 183/255 Max Drawdown
Fund Name Currency Return
222 Janus Henderson UK Alpha A Acc GBP

-2.0%

222 Legal & General UK Select Equity A Acc GBP

-2.0%

224 Invesco UK Focus (UK) Acc GBP

-2.2%

225 Jupiter UK Alpha Acc GBP

-2.3%

226 Phoenix UK A GBP

-2.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -15.1% -7.9% 8.6% -3.9% -11.8%
2017 11.7% 2.3% 2.1% 4.2% 2.6%
2016 18.4% -1.9% -1.9% 10.0% 11.9%
2015 -0.4% 5.8% 2.1% -12.1% 4.9%
2014 -2.7% 0.5% -1.7% -2.3% 0.7%
2013 47.4% 15.0% 4.3% 11.7% 10.0%
2012 30.3% 14.0% -6.0% 8.2% 12.3%
2011 -3.7% 1.4% 2.9% -9.1% 1.6%
2010 6.6% 5.6% -6.5% 5.3% 2.6%
2009 20.8% -12.8% 11.4% 20.2% 3.5%
2008 -24.1% -15.6% -4.3% -9.2% 3.5%
2007 -2.6% 2.3% 5.8% -4.3% -5.9%
2006 17.9% 10.1% -6.5% 4.5% 9.6%
2005 28.7% 2.5% 3.9% 9.8% 10.2%
2004 23.4% 10.4% 3.2% 1.2% 7.2%
2003 70.2% -4.6% 42.3% 20.9% 3.7%
2002 -23.4% -2.4% -6.9% -26.1% 14.0%
2001 30.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 12.95%
BP PLC ORD 7.98%
Royal Dutch Shell PLC ORD 7.40%
Total SA ORD 5.45%
Royal Bank of Scotland Group PLC ORD 5.23%
Vodafone Group PLC ORD 4.85%
Marks and Spencer Group PLC ORD 3.60%
GlaxoSmithKline PLC ORD 3.38%
British American Tobacco PLC ORD 3.30%
G4S PLC ORD 3.30%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/07/2001
  • Share Class size159Mn
  • Base currencyGBP
  • ISIN GB0033030965

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.67%
  • 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).