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INVESCO PERPETUAL US EQUITY - Fund overview

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Overview of INVESCO PERPETUAL US EQUITY

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

Standard Initial Charge

5.00% 0.00%

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to save 5.00%

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Fund summary

Sector  North America
Product type  OEIC
Launched  September, 1983
Size  £359m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 340.29p

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 1.66%
Reduction in yield (10yr) 1.66%

Bestinvest says


No information available.

Portfolio

invesco perpetual us equity asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
invesco perpetual us equity equity geographic illustration
Allocation Proportion
UK 2%
Europe 9%
Nth America 89%
Japan 0%
Pacific 0%
Other Equity 0%
invesco perpetual us equity equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps 0%
Small Caps 0%

View all performance data for INVESCO PERPETUAL US EQUITY

Investment process


The fund aims to achieve capital growth in North America. The fund intends to invest primarily in shares of companies in the USA, but may also invest in Canada. It may include other North American related investments that the fund managers 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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