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Invesco Uk Smaller Companies Equity Fund (uk) (inc) (0P00000R5J)

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9.78 +0.08    +0.87%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 460.21M
Type:  Fund
Market:  United Kingdom
Issuer:  Invesco Fund Managers Limited
ISIN:  GB0033113019 
Asset Class:  Equity
Invesco Perpetual UK Smaller Companies Equity Inc 9.78 +0.08 +0.87%

0P00000R5J Overview

 
On this page you'll find an in-depth profile of Invesco Uk Smaller Companies Equity Fund (uk) (inc). Learn about the key management, total assets, investment strategy and contact information of 0P00000R5J among other information.
Category

UK Small-Cap Equity

Total Assets

460.21M

Expenses

Inception Date

Mar 11, 1993

Investment Strategy

The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of smaller 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 non UK companies), money-market instruments, cash, collective investment schemes (including funds managed by the Invesco group), deposits and cash.

Contact Information

Address 43 Townsend Street
Oxfordshire, RG9 1HH,
United Kingdom
Phone +44 (0) 1491 417000

Top Executives

Name Title Since Until
Robin West Portfolio Manager 2023 Now
Biography Robin joined Morley in 2004 as a fund manager ion the UK Specialist and Smaller Cap Team. He joined from Oriel Securities where he worked as a small companies analyst. Previously he spent 8 years as a smaller companies fund manager at Invesco. Before that, he spent 5 years at KPMG working on audit and special assignments for a wide variety of clients. Robin has a MA in Natural Sciences from Cambridge University. He has the following professional qualifications: ACA, IMC and CFA
Jonathan Brown Portfolio Manager 2011 Now
Richard Smith Portfolio Manager 2002 2013
Biography Mr. Smith, Fund Manager — UK Equities, joined the company in June 2002 and manages UK smaller companies funds. He began his fund management career in 1973.
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