Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Invesco Perpetual Pacific

Ranked 28 out of 177 in - Asia Pacific Including 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.

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 fund aims to achieve capital growth in the Far East, including Australasia. The fund intends to invest primarily in shares of companies in the Far East, although it may include other Far Eastern 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 Including Japan over : 31/01/2017 - 31/01/2018
  • Rank 28/177 Total Return
  • Rank 115/177 Standard Deviation
  • Rank 124/177 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 39.4% 11.6% 7.5% 5.6% 10.0%
2016 7.6% -0.4% -0.5% 10.5% -1.8%
2015 -3.4% 4.0% 2.5% -16.1% 8.1%
2014 -0.8% -3.8% 8.3% -1.7% -3.2%
2013 25.2% 8.8% -0.6% 10.6% 4.7%
2012 18.4% 18.0% -9.0% -0.2% 10.5%
2011 -18.8% -2.7% 0.9% -17.1% -0.3%
2010 17.4% 4.4% -9.6% 10.2% 12.8%
2009 59.1% -0.4% 32.6% 16.7% 3.2%
2008 -40.6% -10.3% 0.2% -19.2% -18.2%
2007 19.2% 4.2% 7.3% 8.3% -1.4%
2006 19.3% 7.6% -2.6% 1.9% 11.8%
2005 24.8% 0.9% 2.0% 10.1% 10.1%
2004 19.2% 7.8% -6.2% 4.7% 12.7%
2003 44.7% -5.9% 16.7% 16.2% 13.5%
2002 2.3% 9.0% 3.5% -10.9% 1.8%
2001 -13.4% -5.8% 3.9% -20.3% 10.9%
2000 -29.5% -2.9% -8.0% -13.1% -9.3%
1999 76.6% 11.8% 23.1% 9.0% 17.7%
1998 -13.6% 2.5% -17.2% -10.9% 14.2%
1997 -24.6% -2.9% 6.2% -7.9% -20.6%
1996 13.6% 5.8% 2.1% -0.3% 5.5%
1995 3.6% -7.1% 2.1% 7.7% 1.4%
1994 -0.4% -2.9% 6.9% 3.1% -7.0%
1993 92.0% 21.8% 14.1% 11.5% 23.9%
1992 5.5% 2.9% 3.1% -4.3% 4.0%
1991 18.8% 13.8% -2.5% 4.7% 2.2%
1990 -21.2% -6.6% 3.9% -17.8% -1.2%
1989 31.3% 6.5% -4.4% 18.9% 8.5%
1988 21.4% 12.1% 3.0% -4.7% 10.3%
1987 18.7% 17.6% 23.0% 18.4% -30.7%
1986 65.2% 18.4% 16.9% 11.3% 7.3%
1985 14.3% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/1985
  • Share Class size325Mn
  • Base currencyGBP
  • ISIN GB0033028449

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

Related News

European alts and Ucits managers boost offering for Chilean AFPs

The three firms are targeting Chile's pension funds, which are perhaps the region's most coveted investors.

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