
Invesco Perpetual is a well-established fund management company with a strong reputation for delivering high-quality investment solutions. They have a long history of providing excellent governance practices that benefit their investors.
The company's governance practices are overseen by a dedicated board of directors, which includes experienced professionals with a deep understanding of the investment industry. The board plays a crucial role in ensuring that Invesco Perpetual operates in a transparent and accountable manner.
Invesco Perpetual's commitment to governance is evident in their robust risk management framework, which is designed to identify and mitigate potential risks that could impact their investments. This framework is regularly reviewed and updated to ensure it remains effective.
The company's focus on governance is also reflected in their strong record of compliance with regulatory requirements, including those related to anti-money laundering and market abuse.
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Market Performance
Invesco Perpetual's market performance is a key area to focus on. The company's experts provided a strong overview of the January market, noting a strong month for global equities.
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One notable aspect of Invesco Perpetual's performance is their Ordinary Share Price, which saw a significant growth of 23.7% in the 12 months leading up to 31.12.20.
In contrast, the company's Net Asset Value experienced a more modest growth of 27.8% over the same period.
Here's a breakdown of the company's performance in the 12 months leading up to 31.12.23:
Market Monthly Roundup
Global equities had a strong month in January, according to Invesco experts.
The fixed income markets saw an update in January's market roundup, but specific details are not provided.
Invesco's experts offer insights into the global market, but their views are not explicitly stated in this section.
The first quarter of 2025 began with a cautious outlook on the market, driven by uncertainty in the US macroeconomic backdrop.
Investment opportunities globally are being considered with a focus on potential headwinds from the US macroeconomic backdrop.
Significant attention is being paid to the uncertainty of the US macroeconomic backdrop and its potential impact on the market.
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12-Month Performance (% Growth)

Let's take a closer look at the 12-month performance of the company, shall we? The ordinary share price has had a wild ride, with a -15.3% drop in 2019, followed by a 23.7% growth in 2020, then a -28.5% decline in 2021, a 7.6% growth in 2022, a -7.1% drop in 2023, and finally a -7.1% drop in 2023.
The net asset value has also seen its share of ups and downs, with a -5.3% drop in 2019, a 27.8% growth in 2020, a -25.9% decline in 2021, a 0.2% growth in 2022, and a -1.2% drop in 2023.
If we compare the company's performance to the Numis Smaller Companies + AIM excluding Investment Companies Index, we can see that it has generally followed a similar trend, albeit with some notable differences. The index had a -4.3% drop in 2019, a 21.9% growth in 2020, a -21.5% decline in 2021, a 3.2% growth in 2022, and a 5.0% growth in 2023.
Here's a summary of the 12-month performance (% growth) for the company and the Numis Smaller Companies + AIM excluding Investment Companies Index:
ESG and Governance

Invesco Perpetual has been associated with responsible investing for over 30 years. This commitment to responsible investing is delivered through a range of equity, fixed income, and multi-asset strategies.
The firm's dedication to ESG and responsible investing is evident in its approach to investing. By considering environmental, social, and governance factors, Invesco Perpetual aims to generate long-term returns while also promoting sustainable growth.
Invesco Perpetual's AIFMD Investor information is available on Morningstar, providing a clear view into the firm's investment strategies and responsible investing practices.
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ESG Investing
ESG Investing is a key aspect of responsible investing, and Invesco has been associated with it for over 30 years. They deliver ESG strategies through equity, fixed income, and multi-asset approaches.
Invesco's experience in ESG investing has been long-standing, with a focus on responsible investing that spans decades.
The AIFMD (Alternative Investment Fund Managers Directive) provides investor information, which can be viewed on Morningstar.
Company Fined £18.6 Million for Fund Management Failings

Invesco Perpetual, the largest retail investment manager in the UK, was fined £18.6 million for exposing investors to greater levels of risk than they had been led to expect.
The Financial Conduct Authority (FCA) found that Invesco Perpetual broke the FCA's rules designed to limit the risks to investors on 33 occasions.
These breaches occurred across 15 of the Invesco Perpetual branded range of funds, which represented more than 70% of the assets under management.
The FCA found that Invesco Perpetual didn't communicate clearly or fairly with its investors because it failed to disclose the use of derivatives in the relevant simplified prospectuses.
Invesco Perpetual also incorrectly described the impact of using derivatives in the key investor information documents produced in 2012.
The firm failed to record trades on time, which meant the funds could have been wrongly priced.
Invesco Perpetual also failed to monitor whether trades were allocated fairly between funds, creating a risk that some funds may have been disadvantaged.
The FCA found that Invesco Perpetual's actions were at odds with investors' reasonable expectations, and that the firm had not complied with investment limits designed to protect consumers.
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Company News
Invesco Perpetual has been a leading investment management company for decades. Founded in 1981, it has a rich history of delivering strong investment performance.
The company has a global presence with offices in over 20 countries. Its investment teams are located in the UK, Europe, and Asia, providing a diverse range of investment solutions.
Invesco Perpetual has a strong track record of innovation, having launched its first index fund in 1987. This marked a significant milestone in the company's history and paved the way for its continued growth.
The company's investment approach is centered around its core values of quality, value, and income. This approach has helped Invesco Perpetual achieve consistent investment performance over the years.
Invesco Perpetual has received numerous awards and recognition for its investment performance and innovation.
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Resources and Data
Invesco Perpetual is a well-established investment management company with a long history of providing financial services to its clients.
The company was founded in 1988 by Martin Gilbert, who would later go on to co-found Aberdeen Asset Management. Invesco Perpetual has since grown to become a leading global investment manager with a presence in over 20 countries.

Its investment approach is characterized by a focus on long-term growth and a commitment to active management, as seen in its flagship Invesco Perpetual Income fund. This fund has a history of delivering consistent returns, making it a popular choice among income-seeking investors.
The company's investment expertise is supported by a team of experienced fund managers who have a proven track record of success. For example, the fund manager of the Invesco Perpetual Income fund has been managing the fund since its inception in 1988.
Invesco Perpetual offers a range of investment products, including unit trusts, open-ended investment companies (OEICs), and exchange-traded funds (ETFs). These products cater to different investor needs and risk profiles, providing options for both conservative and more adventurous investors.
The company's investment philosophy is centered around the belief that active management can add value to investments over the long term. This approach is reflected in its investment strategies, which aim to identify undervalued assets and capitalize on market opportunities.
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Frequently Asked Questions
Is Invesco Perpetual a good investment?
Invesco Perpetual has delivered strong performance over three years, with a return of 68.67%, indicating a potentially good investment option. However, past performance is not a guarantee of future success, and investors should carefully consider their options.
Who owns Invesco Perpetual?
Invesco Perpetual is owned by Invesco, a global investment management company that acquired the business in 2001. Invesco is a subsidiary of Invesco Ltd, a leading investment manager with a global presence.
How do I get my money out of Invesco?
To withdraw your money from Invesco, you'll need to submit a written instruction with your account details and the amount you want to withdraw. Original documentation may be required, so be sure to review the process carefully.
Is Invesco the same as Invesco Perpetual?
Invesco and Invesco Perpetual are related but distinct brand names under the Invesco umbrella, with Invesco Perpetual being a brand name used primarily in the UK.
Sources
- https://www.invesco.com/uk/en/investment-trusts/invesco-perpetual-uk-smaller-companies-investment-trust-plc.html
- https://www.fca.org.uk/news/press-releases/invesco-perpetual-fined-%C2%A3186-million-failings-fund-management
- https://www.invesco.com/uk/en/about-us.html
- https://www.rl360.com/row/news/fund-update-invesco-perp-rebrand-sep18.htm
- https://www.invesco.com/uk/en/insights.html
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