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Important changes to the Invesco Perpetual Children’s Fund

News | 21 April 2017

From 10 July 2017, changes will be made to bring the fund into line with the rest of the Invesco Perpetual ICVC fund range.

We regularly review our fund range to ensure that it remains relevant. Given that there is now a wider choice when investing for children than when the Invesco Perpetual Children’s Fund was launched, we have decided to better position this fund for the longer term as a way to access UK equities expertise from Invesco Perpetual.

The changes that will be made are as follows:

  1. The minimum top-up amount and minimum redemption amount for existing accounts will increase from £25 to £100.
  2. The minimum lump sum investment amount for new accounts will increase from £50 to £500.
  3. The minimum amount that must be retained in the fund, below which we reserve the right to sell the remaining shares and pay the proceeds out, will increase from £50 to £500.1
  4. The annual Direct Debit investment option will be withdrawn, however there are still options available to invest on a regular basis. Please contact us on the number shown below for more details.
  5. Birthday cards, for designated children up to the age of 11 years, will no longer be sent. The last cards will be sent in May 2017, to those children with birthdays in June 2017.
  6. The drawing competition (sent with the birthday cards) will cease.
  7. The fund will be available to invest into via the Invesco Perpetual ISA.

Given the changes to the unique features of the fund, we’re also changing the name to the Invesco Perpetual UK Companies Fund, to emphasise that the fund invests solely in UK companies.

We will be notifying any investors affected by these changes in writing, and don’t require shareholder approval.

Please note there will be no change in the fund’s investment strategy and process.

1 There are currently no plans to exercise this right.

More information

For more information on the changes, please review the notification letter and guidance note.

If you have any further questions, please contact us on freephone 0800 085 8677. We’re available Monday to Friday, between 8.30am and 6pm.

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 Children’s 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

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 ICVC ISA Terms and Conditions, the Annual or Interim Short Reports and the Prospectus. This information is available from the literature section.

Tags: Equity