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Asian Equities fund manager promotion

News | 03 April 2017

With effect from 1 May 2017, William Lam will become the sole fund manager of the Invesco Perpetual Asian Fund.

William Lam

William Lam

Fund Manager

There will be no change in the fund’s investment strategy and process.

William has been a fund manager on the Asian Equities team at Invesco Perpetual since 2006 and became co-manager of the Invesco Perpetual Asian Fund in 2015, working alongside Invesco Perpetual’s Head of Asian Equities, Stuart Parks. William has been managing pan-Asian portfolios at Invesco Perpetual since 2009, including the Asia Pacific ex-Japan portion of the Invesco Perpetual Pacific Fund and the Invesco Pacific Equity Fund since 2010.

Stuart Parks commented: “William is an experienced and talented fund manager who has made a significant contribution to the success of our Asian equities franchise. He forms an integral part of a highly experienced, long-serving Asian Equities team that is supported by a first-class investment culture, market-leading capabilities and the infrastructure of a global firm.

“The decision for William to become the sole manager of the Asian Fund is the natural next step in his career progression and is in recognition of the important role he has played in helping grow the assets of the franchise overall.”

For more information about William, you can access his biography here, or if you want to learn about his investment process and approach to portfolio construction, please read his latest interview.

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 Asian and Pacific funds invest 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 Invesco Perpetual Asian and Pacific funds may use derivatives (complex instruments) in an attempt to reduce the overall risk of their 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 funds. The Managers, however, will ensure that the use of derivatives within the funds do not materially alter the overall risk profile of the funds.

As a large portion of the Invesco Pacific Equity Fund is invested in less developed countries, you should be prepared to accept significantly large fluctuations of the value of the fund.

Important information

The distribution and the offering of the Invesco Pacific Equity Fund or its share classes in certain jurisdictions may be restricted by law. Persons into whose possession this document may come are required to inform themselves about and to comply with any relevant restrictions. This does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer is not authorised or to any person to whom it is unlawful to make such an offer or solicitation.

Persons interested in acquiring the Invesco Pacific Equity Fund should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.

The Invesco Pacific Equity Fund is available only in jurisdictions where its promotion and sale is permitted.

For the purposes of UK law, the Invesco Pacific Equity Fund is a recognised scheme under section 264 of the Financial Services & Markets Act 2000. The protections provided by the UK regulatory system, for the protection of Retail Clients, do not apply to offshore investments. Compensation under the UK’s Financial Services Compensation Scheme will not be available and UK cancellation rights do not apply.

For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Document, the latest Prospectus and Annual or Interim Short Reports for more information on our funds. UK based investors should also refer to the relevant Supplementary Information Document and ICVC ISA Key Features and Terms & Conditions. This information is available from the literature section.

Tags: Equity

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