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Old Mutual Invesco Perpetual Asian A Acc

Ranked 89 out of 402 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

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.

Objective

The Fund invests primarily in shares of Asian and Australasian companies (excluding Japan), or in shares of companies with significant interests in Asia and Australasia. The Fund may use derivatives to manage the Fund more efficiently, with the aim of reducing risk, minimising costs or generating additional capital or income.

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

Performance

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

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 46.9% 15.6% 9.0% 5.5% 10.5%
2016 13.8% 2.5% 1.0% 13.7% -3.3%
2015 -7.7% 3.4% 0.4% -17.6% 7.8%
2014 3.2% 0.3% 8.2% -3.3% -1.7%
2013 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/06/2013
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB00B98XF649

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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