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Invesco Perpetual Asian

Ranked 87 out of 402 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

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.

Objective

The fund aims to achieve capital growth in Asia and Australasia, excluding Japan. The fund intends to invest primarily in shares of companies in Asia and Australasia (excluding Japan), although it may include other Asian and Australasian related investments. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

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

Performance

Asia Pacific Excluding Japan over : 31/01/2017 - 31/01/2018
  • Rank 87/402 Total Return
  • Rank 284/402 Standard Deviation
  • Rank 179/402 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 48.2% 16.2% 9.2% 5.7% 10.5%
2016 14.8% 2.6% 1.1% 14.0% -2.9%
2015 -8.4% 3.6% 0.2% -18.2% 7.9%
2014 4.1% 0.6% 7.7% -3.0% -0.9%
2013 6.8% 2.1% -6.3% 7.7% 3.7%
2012 21.5% 13.0% -6.4% 8.7% 5.6%
2011 -16.4% 0.5% 2.0% -20.5% 2.7%
2010 21.9% 1.1% -6.4% 17.3% 9.8%
2009 74.3% 0.4% 35.1% 21.2% 6.1%
2008 -49.1% -12.7% -0.7% -25.2% -21.4%
2007 32.9% 4.6% 14.2% 13.0% -1.5%
2006 30.0% 11.2% -2.3% 3.1% 16.0%
2005 24.8% 3.5% 3.5% 9.7% 6.3%
2004 15.6% 5.7% -9.4% 8.7% 11.1%
2003 49.6% -7.2% 17.6% 18.2% 15.9%
2002 -7.5% 10.4% -6.8% -14.1% 4.7%
2001 -4.5% -7.0% 5.7% -21.0% 23.0%
2000 -26.0% 0.2% -11.3% -10.6% -7.0%
1999 77.6% 0.5% 41.7% -5.5% 32.0%
1998 -9.9% 4.6% -30.2% -5.5% 30.6%
1997 -36.0% -2.1% 4.9% -9.2% -31.4%
1996 14.4% 7.9% 0.9% 0.0% 5.0%
1995 2.6% -6.4% 7.1% 1.5% 0.8%
1994 -16.8% -23.1% 1.2% 14.4% -6.6%
1993 118.4% 14.0% 12.3% 12.8% 51.2%
1992 28.2% 13.4% 12.8% -5.4% 6.0%
1991 26.4% 17.7% -0.5% -0.6% 8.5%
1990 12.1% -24.0% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date12/02/1990
  • Share Class size2,064Mn
  • Base currencyGBP
  • ISIN GB0033028225

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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