Fund Objective

The Invesco Perpetual Global Balanced Index Fund aims to achieve long term capital growth with some income generation.

View on Past Performance

Also providing support was merger & acquisition activity (for example, a privateequity consortium lining up a bid for retailer Sainsbury's). The FTSE All-Share hit an all-time high of 3340.86 on 19th February, before succumbing to a sharp correction towards the end of the month.

Future Expectations

The fund is heavily weighted towards UK companies, but also has significant exposure to US and European stocks. During February, we added Tosoh, a Japanese chemical maker, to the fund due to its strong score within our Earnings Momentum concept. We also increased our exposure to Tandberg, the world's second-largest maker of videoconferencing equipment, due to a high score in the Price & Volume concept.

Fund Details