View more on these topics

Invesco Perpetual – Global Financial Capital Fund

Invesco Perpetual – Global Financial Capital Fund

Type: Oeic

Aim: Income and growth by investing mainly in bonds issued by banks and other financial institutions, with some exposure to equities and related securities in the financials sector, and in cash/cash equivalents

Minimum investment: Lump sum £500, monthly £20

Investment split: 100% globally in bonds, equities, related securities in the financials sector and cash/cash equivalents

Isa eligible: Yes

Charges: Initial 5%, annual 1.25%

Special offer: Initial charge reduced to 3% for Isa investments including Isa transfers and 3.25% for direct investments

Offer period: Until further notice

Commission: Initial 3%, renewal 0.5%

Contact: www.invescoperpetual.co.uk

Recommended

Old Mutual to return £1bn after selling Nordic firm

Old Mutual is to return £1bn to its shareholders following the sale of its Nordic business to Skandia. In December, the group said it wanted to sell its long-term savings and banking operations in Sweden, Demark and Norway to Skandia for £2.1bn. It intends to return £1bn of net proceeds from the sale to ordinary […]

Punter Southall takes 100% ownership of PSigma

Punter Southall Group has taken 100 per cent ownership of joint venture PSigma Asset Management. Punter Southall had a 50 per cent stake in the fund management boutique when it was formed in 2007 and founding partners Bill Mott, Graham Fuller and Ian Chimes had the remaining 50 per cent. Chimes says all PSigma staff […]

IMA sees sales plunge by 40% as eurozone crisis scares off investors

The Investment Management Association says net fund retail sales fell by 40 per cent in 2011 to £18bn, reflecting investors’ cautious approach due to the eurozone crisis. Last year’s net retail sales were down from £29.3bn in 2010. Cautious managed was the best-selling sector last year, with net retail sales of £3.4bn. The sterling strategic […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment