Your latest statement
News | 28 April 2017
Your latest Invesco Perpetual statement for the period 6 October 2016 to 5 April 2017 will be with you shortly.
If you invest with Invesco Perpetual directly, you will shortly receive your latest statement, showing the value of your investments as at 5 April 2017, and any transactions for the period 6 October 2016 to 5 April 2017.
Also enclosed in the mailings are updates for the funds and or investment trusts/companies in which you have ISA investments.
- Balanced Risk funds statement update
- UK funds statement update
- Fixed Interest funds statement update
- Emerging Markets funds statement update
- European funds statement update
- Far Eastern funds statement update
- Global funds statement update
- US funds statement update
- Investment Trusts statement update
- Multi Asset funds statement update
In addition we enclosed the Spring edition of our Investor magazine which brings together the latest views from our investment teams, as well as those of some respected external commentators. Amongst other articles, it includes thoughts on ‘The road to Brexit’ from Invesco Ltd’s Chief Economist, John Greenwood, and Head of Emerging Market Equities, Dean Newman discusses whether Mexico will suffer from a trade war with the US. Our European Equities team also highlight why political risk doesn’t have to be downside risk as the political season in Europe continues.
If you have any questions about your statement, please contact your financial adviser or email us at firstname.lastname@example.org. Alternatively you can call us on freephone 0800 085 8677; or if you’re calling from abroad +44 (0) 1491 416123. We’re here Monday to Friday, between 8.30am and 6.00pm (excluding Bank Holidays).
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.
Where Invesco Perpetual has expressed views and opinions, these may change.
Telephone calls may be recorded.
For the most up to date information on our ICVC funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the ICVC ISA Terms & Conditions, the Annual or Interim Short Reports and the Prospectus.
For more information on our investment trusts/companies, please refer to the relevant Alternative Investment Fund Managers Directive document (AIFMD) and the latest Annual or Half-Yearly Financial Reports.