Quick Stats

Bid Price - Offer Price -
Mid Price GBX 197.61 Day Change GBX -1.41 (-0.71%)
Price Date 27 Jun 2017 Crown Rating 3
Shares Class Inc. Yield 3.42 %
Total Expense Ratio 1.20 Fund Size 570,994,635.12
Launch Date 24/08/1973 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 (%) 1.20
ISIN GB00B3RS9559 Min TopUp (£) 100.00

Fund Objective

The Invesco Perpetual Income & Growth Fund aims to produce an above average level of income combined with long term capital growth by investing primarily in equities listed in the UK. 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

Ciaran Mallon
Ciaran has worked in equity markets since 1994. After completing his Chemistry degree at Oxford University he joined HSBC Private Clients where he worked as an Investment Analyst. He joined United Friendly Asset Management (UFAM) in 1999 where he worked as a Fund Manager. UFAM was acquired by Royal London Asset Management (RLAM) in 2000. Ciaran left RLAM in 2004 and joined Invesco Perpetual in January 2005.