INVESCO Perpetual US Smaller Companies Inc

IMA Sector:

North American Smaller Companies

ISIN:

GB0033053157

Fund Type:

OEIC

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The Invesco Perpetual US Smaller Companies Fund aims to achieve above average capital growth

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year INVESCO Perpetual US Smaller Companies Inc
3 year INVESCO Perpetual US Smaller Companies Inc
1 Year INVESCO Perpetual US Smaller Companies Inc
6 Month INVESCO Perpetual US Smaller Companies Inc
1 Month INVESCO Perpetual US Smaller Companies Inc

Top 10 Holdings

Name % Net Assets
Federated Investors ''B'' 6.1%
Joy Global 5.3%
Spirit Aerosystems ''A'' 4.7%
Rowan 4.5%
Patterson Companies 4.4%
Ingram Micro 4.4%
IHS ''A'' 4.0%
Portfolio Recovery Associates 4.0%
Quanta Services 4.0%
General Cable 3.9%

Holdings Breakdown

Holding Chart
Key % Net Assets
Federated Investors ''B'' 6.1%
Joy Global 5.3%
Spirit Aerosystems ''A'' 4.7%
Rowan 4.5%
Other 79.4%

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

Note 2: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 27/03/1984
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 -0.07

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