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INVESCO PERPETUAL UK EQUITY PF - Fund overview

No Bestinvest rating

Overview of INVESCO PERPETUAL UK EQUITY PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. INVESCO PERPETUAL UK EQUITY PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	October, 1991
Size	£399m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	2,251.71p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.00%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.51%

Bestinvest says

No information available.

Portfolio

invesco perpetual uk equity pf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	0%

invesco perpetual uk equity pf equity geographic illustration

Allocation		Proportion

	UK	97%
	Europe	0%
	Nth America	3%
	Japan	0%
	Pacific	0%
	Other Equity	0%

invesco perpetual uk equity pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	74%
	Mid Caps	22%
	Small Caps	4%

View all performance data for INVESCO PERPETUAL UK EQUITY PF

Investment process

The fund aims to achieve capital growth mainly through a portfolio of investments in UK companies. In pursuing this objective, the fund managers may include other investments
that they consider appropriate (which from 13th February 2004 may include units in collective investment schemes, warrants, deposits, derivatives and other permitted
investments and transactions).

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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