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Invesco Perpetual UK equities

Continuity through change

Our UK equities team was established in Henley almost 35 years ago during which time we’ve never followed short-term trends nor jumped on bandwagons. Instead we have chosen to continually do things our own way.

Recently Mark Barnett took over the reins as our Head of UK Equities. Some things change but one thing that won’t is our investment approach. We will continue to make conviction-led decisions, with long-term success in mind.

The results of our approach are reflected in our latest awards. This year has already seen the Invesco Perpetual UK Strategic Income Fund (managed by Mark Barnett) receive the Morningstar Best UK Fund Award. What’s more, the Invesco Perpetual UK Growth Fund (managed by Martin Walker) has been voted the Morningstar Best UK Large-Cap Equity Fund.

To see more about our heritage and future plans for UK equities, watch our interactive timeline.

Interactive timeline

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. Past performance is not a guide to future returns.

The Perpetual Income Fund was launched on 16 June 1979 and subsequently changed its name to Invesco Perpetual Income Fund on 6 April 2001. Recent performance of the fund can be found here. The fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund.

Investment risks of the Perpetual Income and Growth Investment Trust plc and the Edinburgh Investment Trust plc - When making an investment in an investment trust you are buying shares in a company that is listed on a stock exchange. The price of the shares will be determined by supply and demand. Consequently, the share price of an investment trust may be higher or lower than the underlying net asset value of the investments in its portfolio and there can be no certainty that there will be liquidity in the shares.

Mark Barnett

Find out more about the new Head of UK Equities at Invesco Perpetual.

The team

Get to know the team.

Insights

Latest insights, updates and more from our UK equities team.

Product range

Explore the UK equities product range.

Literature

All the literature you need to find out about our UK equities funds.

Contact us

Want more information about our UK equities product range?

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

The Invesco Perpetual UK Strategic Income and UK Growth funds may use derivatives (complex instruments) in an attempt to reduce the overall risk of their investments, reduce the costs of investing or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the funds. The Manager, however, will ensure that the use of derivatives within the funds does not materially alter the overall risk profile of the funds.

Important information

Where Invesco Perpetual has expressed views and opinions, these may change.

For more information on our ICVC funds, please refer to the most up to date relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the ICVC ISA Key Features and Terms & Conditions, the latest Annual or Interim Short Reports and the latest Prospectus.

All documents are available from Literature and forms on our main website.