Overview
Invesco Perpetual Select UK Equity is one of the portfolios that make up Invesco Perpetual Select – an umbrella fund designed to allow shareholders to switch between other share classes without triggering a capital gains charge (NB while this works at the moment please bear in mind that HMRC can change their minds).
The Invesco Perpetual Select UK Equity portfolio’s investment objective is to provide shareholders with an attractive real long-term total return by investing primarily in quoted UK equities. The portfolio is unconstrained, but for performance management purposes it is measured against the FTSE All-Share Index. In pursuing the objective, the fund manager controls the stock specific risk of individual securities by ensuring that the portfolio is always diversified across market sectors. In-depth and continual analysis of the fundamentals of investee companies allows the Manager to assess the financial risks associated with any particular security. The Directors believe that the use of borrowings (gearing) can enhance returns to Shareholders and this will generally use borrowings in pursuing its investment objective
Research History
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07 Aug 2019 7 min read
QuotedData’s economic roundup – August 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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14 Sep 2018 2 min read
QuotedData’s Economic round up – September 2018
QuotedData’s Economic round up – September 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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13 Mar 2018 2 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]
News
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16 Feb 2021 1 min read
QuotedData’s morning briefing 16 February 2021
In QuotedData’s morning briefing 16 February 2021: GCP Student Living (DIGS) has terminated WeWork’s lease on the commercial space at Scape Shoreditch. The 50,000 sq ft Grade A space is just a two-minute walk from Old Street Underground. WeWork had £2.3m of rent arrears up to the end of 2020. GCP Student Living has collected £3.1m […]
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08 Feb 2021 3 min read
QuotedData’s morning briefing 8 February 2021
In QuotedData’s morning briefing 8 February 2021 – Gabelli Value Plus+ (GVP) announced that it intends to convene a general meeting in July 2021 to consider a continuation vote resolution followed by a special resolution to place the company in members’ voluntary liquidation. GVP’s largest shareholder, Associated Capital Group, has irrevocably undertaken to abstain from […]
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04 Dec 2020 2 min read
QuotedData’s weekly news show 4 December 2020
QuotedData’s weekly news show 4 December 2020 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on youtube. In this week’s show, James Carthew covered the week’s top stories: Polar Capital Global Financials’ remarkable share price rise Invesco Income Growth’s planned merger Golden Prospect Precious Metals’ influx […]
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03 Aug 2020 2 min read
QuotedData’s morning briefing 3 August 2020
In QuotedData’s morning briefing 3 August 2020: Fidelity Japan (FJV) reported interim results to 30 June 2020. The trust’s NAV increased by 2.3% in sterling terms, which FJV noted was ahead of its reference index which returned (0.8%) and the average of the peer group which returned 0.7%. Manager, Nicholas Price, notes that: “Japan continues to […]
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05 Feb 2020 4 min read
Invesco Perpetual Select risk assets outperform over interim period
Invesco Perpetual Select risk assets outperform over interim period – Invesco Perpetual Select has published its interim results for the six months to 30 November 2019. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company’s share capital comprises […]
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31 Jul 2019 1 min read
QuotedData’s other news 31 July 2019
In QuotedData’s other news 31 July 2019: The multi-asset fund, Tetragon Financial Group (TFG) reported half-year results to 30 June 2019; total return NAV was up 14.3%. The company’;s allocation to TFG Asset Management (which owns Tetragon’s private equity investments in asset management companies) generated the largest gains in the portfolio during the period. We also […]
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4 min read
Invesco Perpetual Select risk assets underperform
Invesco Perpetual Select risk assets underperform – Invesco Perpetual Select has published its full annual report for the year ending 31 May 2019. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company’s share capital comprises four share classes, each […]
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30 Aug 2018 2 min read
IP Group-backed Genomics raises £25m in a Series B
IP Group-backed Genomics raises £25m in a Series B Genomics plc, a University of Oxford spin-out backed by UK-based healthcare/tech VC investor IP Group (LSE: IPO), has closed a £25.0m Series B financing round led by the major US biotech, Vertex Pharmaceuticals. Woodford Investment Management – manager of the Woodford Patient Capital Trust (WPCT) – Invesco Perpetual, Oxford […]
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01 Aug 2018 3 min read
Invesco Perpetual Select reports a mixed bag of results
Invesco Perpetual Select reports a mixed bag of results – Invesco Perpetual Select has published its full annual report for the year ending 31 May 2018. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive […]
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01 Aug 2017 2 min read
Invesco Perpetual Select equity portfolios lag benchmarks
Invesco Perpetual Select Trust has published its accounts for the year ended 31 May 2017. The UK equity portfolio returned 22% (22.5% in share price terms), underperforming the All-Share index which returned 24.5%. The Global equity income portfolio returned 29.2% (31.1% in share price terms), underperforming the MSCI World Index which returned 31.3%. The balanced risk […]
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06 Oct 2016 1 min read
New manager for Invesco Perpetual Select UK Equity
The Board of Invesco Perpetual Select Trust has announced that, with effect from 4 October the management of the Company’s UK Equity portfolio will pass to James Goldstone. James has 15 years’ industry experience and has worked closely alongside Mark Barnett for the last four years. He currently manages circa GBP160 million in UK Equity Pension Fund and […]
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29 Jul 2016 6 min read
Invesco Perpetual Select results
Invesco Perpetual Select has published its annual report for the year that ended on 31 May 2016. The NAV total return of the UK Equity Portfolio over the year was -1.4%, which compares with the total return of -6.3% posted by the FTSE All-Share Index. The NAV total return of the Global Equity Income Portfolio over […]
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01 Aug 2014 1 min read
Invesco Perpetual Select Trust UK Equity portfolio : IVPU – finals
The Invesco Perpetual Select Trust UK Equity portfolio generated a total return on net assets of 18.3% over the year that ended on 31 May 2014. Its discount widened however so that the return to shareholders was 9.2%. This was still better than the return on the FTSE All-Share Index (+8.9%). The dividend for the […]
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31 Jan 2014 1 min read
Invesco Perpetual Select : IVPU – half year report
Over the six months to the end of November 2013 the UK equity share portfolio’s net asset value rose by 8.9% vs. 3.9% for the FTSE All-Share index (this portfolio is managed by Mark Barnett). The Global Equity Income portfolio NAV rose by 4.6% vs. 3.3% for the MSCI World Index. The Balanced Risk portfolio NAV […]
