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FNW Invesco Perpetual UK Growth

5 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Invesco Perpetual UK Growth Fund aims to achieve capital growth in the UK. The fund intends to invest primarily in companies listed in the UK. 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.

Fund Manager ( Underlying )

Martin Walker




Primary Asset Class

Fund Size

GBX 0.89m as at 30-Apr-2015

Downloads ( Underlying )

Unit Name

FNW Invesco Perpetual UK Growth





Initial Charge


Unit Currency




Annual Charge



GBX 176.00

Change (Mid)

-0.70 (-0.40%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 10.62 4.51 9.73 11.39 70.71 96.21
Sector 9.33 3.93 8.74 9.55 51.73 68.91

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund -0.31 29.86 19.32 -1.06 7.10
Sector 0.64 21.73 14.33 -7.14 16.16

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 93.78
Cash 2.61
French Equities 1.85
Canadian Equities 1.38
American Emerging Equities 0.32
Finnish Equities 0.06

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United Kingdom 93.78
Cash 2.61
France 1.85
Canada 1.38
Cayman Islands 0.32
Finland 0.06

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 24.04
Oil & Gas 14.69
Telecommunications 13.46
Consumer Services 13.06
Industrials 10.05
Basic Materials 8.57
Consumer Goods 6.06
Health Care 3.70
Cash 2.61
Utilities 2.40
Technology 1.36

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.