Sell:215.50p Buy:215.50p Change: 0.18p (0.08%)
Prices as at 15 March 2024
Sell:215.50p
Buy:215.50p
Change: 0.18p (0.08%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Sell:215.50p
Buy:215.50p
Change: 0.18p (0.08%)
Prices as at 15 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.
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Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Our view on the sector
The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circ*mstances before investing.
Performance Analysis
Performance analysis for this fund is not available.
Investment Philosophy
Investment philosophy for this fund is not available.
Process and Portfolio Construction
Process and portfolio construction for this fund are not available.
Manager Track Record Based on HL Quantitative Research
1Y3Y5Y10Y15YALL1Y3Y5Y10YALL
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Invesco UK Strategic Income (UK)...
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Invesco Income (UK) Acc
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FTSE All-Share TR
FROM: TO:
Source: Refinitiv Lipper
Fund Track Record
15/03/19 to 15/03/20 | 15/03/20 to 15/03/21 | 15/03/21 to 15/03/22 | 15/03/22 to 15/03/23 | 15/03/23 to 15/03/24 | |
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Annual return | -24.76% | 10.87% | 5.58% | 2.53% | 10.42% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
Fund manager biography
Manager Name: | James Goldstone |
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Manager start date: | 15 May 2020 |
Manager located in: | Henley-on-Thames |
James joined the Henley Investment Centre's UK Equities team in August 2012 and was appointed manager of the UK equities portfolio of Invesco Perpetual Select Trust plc in October 2016. He was subsequently appointed manager of the Keystone Investment Trust plc portfolio in April 2017 and also manages UK equity pension and pan-European equity mandates. Prior to joining Invesco, James was co-head of pan-European sales at Banco Espirito Santo in London. James began his career in pan-European equity sales at Credit Lyonnais in 2001 and went on, via HSBC and Dresdner Kleinwort, to specialise in UK equity sales
Manager Name: | Ciaran Mallon |
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Manager start date: | 15 May 2020 |
Manager located in: | Henley |
Ciaran joined the company in January 2005 and is part of the UK Equities team managing UK Equity portfolios. Ciaran began his investment career in 1994 joining HSBC where he worked as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager. He holds a BA (Hons) Chemistry from Oxford University and has also gained the CFA and Securities Institute Diploma.
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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