Invesco Perpetual Global Opportunit

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 270.61 Day Change GBX +0.35 (0.13%)
Price Date 19 Oct 2016 Crown Rating 1
Shares Class Inc. Yield 0.97 %
Total Expense Ratio 0.00 Fund Size 200,437,416.64
Launch Date 20/10/1997 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ04HD64 Min TopUp (£) 100.00

Fund Objective

The Invesco Perpetual Global Opportunities Fund aims to achieve long-term capital growth through a portfolio of primarily global equities. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

Fund Managers

Stephen Anness
Based in Henley-on-Thames, Stephen has been a member of Invesco Perpetual’s Global Equity and Global Income Groups since their inception in September 2009 and December 2012 respectively. He has been a key contributor to the Global Equity team’s idea generation and stock selection process, and specialises in managing concentrated equity portfolios. Stephen began his investment career within the UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the Invesco Perpetual investment team ranks, Stephen started managing UK equity portfolios in September 2004. Further recognition and a higher profile were provided as he took on additional portfolio management responsibilities in 2008. Stephen holds a BSc in Economics from the University of Swansea, The Securities Institute Diploma, Investment Management Certificate and has studied Corporate Finance at The London Business School.