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Invesco Pacific Equity A Annual Dist USD

Ranked 34 out of 177 in - Asia Pacific Including Japan over 12 months
All calculations are in USD unless stated

Managed by

Charles Bond

William Lam

With more than 20 year’s experience in the industry, William Lam joined Invesco Perpetual in 2006 as an Asian equity fund manager. Prior to this role, he was a global investment analyst for Orbis Investment Advisory Ltd. Today, William manages the Invesco Perpetual Pacific and the Invesco Pacific Equity funds. William is a CFA Charterholder and graduated from Oxford University with an MA in Psychology and Philosophy.

Stuart Parks

Based in Henley-on-Thames, Stuart Parks is Head of Asian Equities at Invesco Perpetual and is one of the most experienced fund managers covering the region. He began his investment career in 1985 at Wood MacKenzie as a UK financial stocks analyst. From 1990 onwards Stuart has specialised in the Asian equity markets. In the first instance, he joined London Life as a Far Eastern fund manager before gaining further exposure to the region with Swiss Bank Portfolio Management International and GAN Fund Managers. He joined Invesco Perpetual in 1994. Stuart holds an MA in Modern History from Oxford University and is an Associate of the CFA Society of the UK.

Tony Roberts

Tony Roberts is an equity manager at Invesco Perpetual having joined the company in 2000. Prior to joining Invesco Perpetual, Tony served as a fund manager at Clerical Medical between 1995 and 2000. Currently based in Henley-on-Thames, he holds a BSc in Mathematics from Southampton University and is a member of the CFA Society of the UK.

Objective

The objective of the Fund is to achieve long term capital growth by investing in the securities of companies throughout Asia, but with particular emphasis on those based in the Asian Pacific region. At least 70% of the Fund's total assets will be invested in listed equity or equity-related securities of a. companies having their registered office in the Asia Pacific region b. companies with their registered office outside this region carrying out their business activities predominantly in the Asia Pacific region or c. holding companies, the interests of which are predominantly invested in companies with their registered office in the Asia Pacific region.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Including Japan over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 38.1% 11.3% 7.4% 5.1% 10.0%
2016 6.5% -0.9% 0.4% 9.6% -2.3%
2015 -3.6% 3.5% 2.5% -16.2% 8.4%
2014 -0.8% -4.0% 8.0% -1.5% -2.9%
2013 24.2% 7.7% 0.7% 9.8% 4.3%
2012 17.9% 18.8% -10.4% 1.2% 9.5%
2011 -19.1% -1.6% 0.1% -17.0% -1.1%
2010 16.3% 4.4% -8.9% 11.2% 9.9%
2009 57.0% -1.5% 34.2% 15.8% 2.5%
2008 -42.3% -12.3% 0.0% -18.5% -19.3%
2007 18.4% 2.9% 6.1% 8.3% 0.1%
2006 20.7% 7.1% -2.5% 2.9% 12.4%
2005 21.0% -0.4% 1.3% 8.9% 10.1%
2004 17.6% 6.1% -6.7% 3.9% 14.4%
2003 39.5% -6.7% 17.0% 15.8% 10.4%
2002 -2.6% 9.1% 2.1% -13.3% 0.9%
2001 -22.1% -7.2% -0.6% -21.9% 8.0%
2000 -46.4% -5.9% -16.9% -14.2% -20.1%
1999 78.5% 8.5% 13.9% 5.6% 36.7%
1998 7.8% 3.3% -2.0% -0.3% 6.8%
1997 -25.7% -2.0% 11.7% -10.3% -24.3%
1996 8.2% 4.7% -0.7% -1.4% 5.6%
1995 -1.6% -11.2% 3.4% 6.4% 0.7%
1994 -2.5% -0.2% 2.1% 7.6% -11.1%
1993 54.4% 8.7% 14.6% 11.6% 11.0%
1992 -4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Guernsey
  7. Hong Kong
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date02/09/1992
  • Share Class size116Mn
  • Base currencyUSD
  • ISIN IE0003600388

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).