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The Fund aims to achieve income and capital growth over the long term (5 years plus). The Fund invests at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including private and unlisted equities and non UK companies), money-market instruments, collective investment schemes (including funds managed by the Invesco group), deposits and cash.
Name | Title | Since | Until |
---|---|---|---|
James Goldstone | - | 2020 | Now |
Ciaran Mallon | Portfolio Manager | 2020 | Now |
Biography | Ciaran has worked in equity markets since 1994. After completing his Chemistry degree at Oxford University he joined HSBC Private Clients where he worked as an Investment Analyst. He joined United Friendly Asset Management (UFAM) in 1999 where he worked as a Fund Manager. UFAM was acquired by Royal London Asset Management (RLAM) in 2000. Ciaran left RLAM in 2004 and joined Invesco Perpetual in January 2005. | ||
Mark Barnett | - | 2014 | 2020 |
Biography | Mark graduated in French and Politics from Reading University in 1992, and is an associate member of the Institute of Investment Management and Research. He began his career with Mercury Asset Management and joined the Group in 1996. Mark also manages the Perpetual Income & Growth Investment Trust and assists in the management of the Henley-based UK team's income funds. | ||
Neil Woodford | Portfolio Manager | 1990 | 2014 |
Biography | Neil Woodford has more than thirty years’ experience in the UK fund management industry, over which time he has delivered outstanding long-term performance to his investors. Neil was appointed a Commander of the Order of the British Empire (CBE) in 2013 for services to the economy and, in the same year, announced his intention to set up his own fund management business. Woodford Investment Management was established in 2014 and Neil is the fund manager of the LF Woodford Equity Income and Income Focus Funds and the Woodford Patient Capital Trust. | ||
Martin Rasch | Investment Director | 1979 | 1990 |
Biography | Martin Rasch started his investment career in 1961 when he joined Helbert Wagg. He joined Perpetual as an Investment Director in 1977 and was instrumental in setting up their original funds, latterly managing their Income Fund. In 1990, Martin joined Brewin Dolphin as Investment Director and won two Micropal awards. Ha has also been awarded the prestigious Micropal Five Star Fund Manager rating. In May 1999 Martin joined Laing & Cruickshank Investment Management as an Investment Director. |
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