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Invesco UK Growth (UK) Acc

Ranked 200 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 objective of the fund is to achieve longterm capital growth. The fund invests primarily in shares of UK 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

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 200/234 Total Return
  • Rank 105/234 Standard Deviation
  • Rank 148/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -14.0% -6.8% 8.0% -3.5% -11.5%
2017 10.7% 2.1% 2.5% 3.4% 2.3%
2016 14.8% -2.8% -1.6% 8.5% 10.5%
2015 0.1% 6.0% 1.5% -11.3% 4.9%
2014 0.5% 0.0% -1.2% -0.8% 2.5%
2013 38.0% 13.3% 2.5% 9.9% 8.2%
2012 23.0% 9.0% -2.0% 7.7% 6.8%
2011 0.7% 2.0% 2.7% -8.9% 5.5%
2010 9.0% 3.0% -8.2% 8.8% 6.0%
2009 18.1% -16.1% 13.9% 19.8% 3.1%
2008 -30.4% -11.8% -10.0% -10.5% -2.1%
2007 -1.4% 2.9% 4.3% -3.1% -5.3%
2006 17.0% 8.4% -3.9% 4.2% 7.7%
2005 21.2% 2.0% 3.8% 6.4% 7.6%
2004 18.8% 8.0% 2.5% -0.3% 7.6%
2003 39.2% -9.1% 31.8% 10.8% 4.8%
2002 -21.9% 8.1% -8.4% -22.8% 2.2%
2001 -4.9% -3.3% 7.0% -18.8% 13.1%
2000 18.5% 0.5% 10.2% -2.7% 10.0%
1999 10.5% 9.5% 6.6% -4.1% -1.3%
1998 2.5% 16.6% -3.6% -19.8% 13.8%
1997 21.3% 6.3% 2.9% 11.5% -0.5%
1996 16.6% 4.0% 1.9% 4.2% 5.7%
1995 30.9% 6.3% 6.9% 8.4% 6.2%
1994 -2.6% -3.4% -6.8% 4.9% 3.1%
1993 34.3% 9.5% 5.7% 7.0% 8.5%
1992 27.6% 2.9% 10.6% -5.4% 18.4%
1991 19.9% 22.9% -3.4% 10.1% -8.3%
1990 -4.5% -5.0% 9.0% -14.9% 8.3%
1989 23.6% 18.8% -0.2% 3.4% 0.9%
1988 14.8% 8.0% 5.8% 3.2% -2.5%
1987 5.7% -32.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 13.45%
BP PLC ORD 7.92%
Royal Dutch Shell PLC ORD 7.46%
Total SA ORD 5.56%
Vodafone Group PLC ORD 5.05%
Royal Bank of Scotland Group PLC ORD 4.82%
British American Tobacco PLC ORD 3.69%
GlaxoSmithKline PLC ORD 3.66%
BAE Systems PLC ORD 3.13%
Rolls-Royce Holdings PLC ORD 2.70%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/06/1987
  • Share Class size992Mn
  • Base currencyGBP
  • ISIN GB0033031153

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management1.66%
  • Initial investment5.00%

Related News

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Invesco Perpetual UK equities manager Martin Walker said he will not sell his shares to Ashley at their current price.

Walker passes Children's fund to up-and-coming manager

New Year reshuffle at Invesco Perpetual sees analyst Tim Marshall promoted to replace Martin Walker on its Children's fund. 

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Stephen Whittaker, head of UK funds at Perpetual, yesterday took a stake in Bookham Technology, the optical components manufacturer and former darling of technology fans.

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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).