Invesco Perpetual UK Strategic Inco

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 226.48 Day Change GBX +0.91 (0.40%)
Price Date 9 Dec 2016 Crown Rating 5
Shares Class Inc. Yield 3.31 %
Total Expense Ratio 0.00 Fund Size 888,050,195.71
Launch Date 25/06/1971 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 GB00BJ04KY80 Min TopUp (£) 100.00

Fund Objective

The Invesco Perpetual UK Strategic Income Fund aims to produce an above average income with capital growth primarily through a portfolio of investments in UK companies. In pursuing this objective, the fund managers may include other investments that they consider appropriate which include transferable securities, unlisted securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

Fund Managers

Mark Barnett
Based in Henley-on-Thames, Mark is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed ended vehicles. Mark began his investment career with Mercury Asset Management in 1992. Mark joined our company in 1996. Since then, he has become one of the team’s most experienced fund managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).