INVESCO Perpetual US Aggressive Acc

IMA Sector:

North America

ISIN:

GB0033027813

Fund Type:

OEIC

 89.99p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 23-May-2008
  • Change: 0.000p
  • Change %: n/a
  • Currency: GBP
  • YTD change: 89.99p
  • YTD %: n/a

Fund Objective

The Invesco Perpetual US Aggressive Fund aims to achieve long term capital growth from investment in North America.

View on Past Performance

US stockmarket returns diverged in another volatile month. The Dow Jones Industrial Average rose by 0.2%, but the broader S&P 500 index fell by 0.4% (£, total return). The technology-orientated Nasdaq and smaller companies Russell 2000 indices climbed by 0.4% (£, price only) and 0.5% (£, total return), respectively.The major story was the near-collapse of investment bank Bear Stearns as a result of running out of liquidity as counterparties withdrew shortterm lending. Bear Stearns was subsequently purchased by commercial bank JP Morgan Chase at a low price, with the help of financing from the US Federal Reserve (Fed).

Fund Details

Latest Price 89.99p IMA Sector North America
Currency British Pound Launch Date 15/11/1973
Fund Size n/a Fund Manager Bob Yerbury
ISIN GB0033027813 Dividend 0.00p

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

Price Info

Date 23-May-2008
NAV 89.99p
Currency GBP
Change 0.000p
% n/a
YTD change 89.99p
YTD % n/a

Fund Facts

Fund Inception 15/11/1973
Fund Manager Bob Yerbury
TER -
Minimum Investment
Initial £500
Additional £100
Savings £20
Charges
Initial 5.00%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio -0.06

Top of Page