INVESCO PERPETUAL UK AGGRESSIVE - Fund overview
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Overview of
INVESCO PERPETUAL UK AGGRESSIVE
The fund follows an unrestricted approach to investing within UK equities, targeting opportunities wherever they arise. He combines a thorough understanding of the macroeconomic environment with strong stock selection skills. The emphasis is on value investing, as a result the fund may underperform in more momentum driven markets. The UK Aggressive is a more focused version of his UK Growth Fund.
Standard Initial Charge
5.00% 0.00%
Invest via Bestinvest
to save 5.00%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
July, 2001
|
| Size |
£128m
|
| Yield |
2.1%
|
| Charging basis |
–
|
| Dividends paid |
28/2.
|
| Bid price(inc) |
96.37p |
| Bid price(acc) |
110.86p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.70%
|
|
Reduction in yield (10yr)
|
1.70%
|