Invesco Perpetual UK Focus Y Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 223.19||Day Change||GBX +1.06 (0.48%)|
|Price Date||21 Mar 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.55 %|
|Total Expense Ratio||0.00||Fund Size||194,183,689.56|
|Launch Date||02/07/2001||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||500.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BJ04KL51||Min TopUp (£)||100.00|
The Invesco Perpetual UK Focus Fund aims to achieve long term capital growth through a portfolio of primarily UK securities. Investment may occasionally be made in securities of companies with significant sources of profit from, or close economic links with, the UK. The fund will normally hold a concentrated portfolio of stocks and there will be no direct correlation to any specific index. 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.
Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 after previous experience as an investment analyst with BWD Rensburg. Martin joined our company in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.