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Fund Manager addition

News | 01 June 2017

Nick Mason

Invesco Perpetual today announced new investment responsibilities for Nicholas Mason within its Emerging Market Equities team.

With effect from 30 June 2017, Nicholas will become co-manager of the Invesco Perpetual Latin American Fund, working alongside Dean Newman on the management of the fund.

Nicholas joined the company in September 2006, becoming fund manager on two Emerging European funds in October 2013.

Nicholas has been supporting Dean on the Invesco Perpetual Latin American Fund since 2008: this change extends the effective collaboration between them and adds a depth of knowledge and experience looking at Latin American companies.

Dean Newman, Head of Emerging Market Equities at Invesco Perpetual, said:

“Nick and I have worked closely on Latin America (and the wider world of Emerging Markets) for over 10 years now. He has developed from being a strong stock picker into also being a successful regional portfolio manager. This combination of teamwork, experience and understanding will, I believe, enhance the depth of our work and help us to deliver better investment outcomes for our Latin American fund clients”.

The investment process for the fund will not change, however Nicholas’ addition is expected to broaden the range of investment ideas.

Read Nicholas' biography

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 Latin American Fund invests in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise.

The fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/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.

Important information

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

Where Dean Newman has expressed opinions, they are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco Perpetual investment professionals.

For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the Annual or Interim Short Reports and the Prospectus, which are available from the literature section.

Tags: Equity, Latin America