Fund Profile
Invesco Perpetual UK Smaller Companies 24 October 2017
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ContinueFund History
17 Jun 2022
What does more PE activity in the UK mean for investors?
More acquisitions are arguably a sign the UK still offers good value for money…
15 Jun 2022
Staying active
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
27 May 2022
Fund Analysis
IPU has delivered strong relative performance year-to-date…
25 Mar 2022
Slides and Audio: Invesco Perpetual UK Smaller Companies
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
23 Mar 2022
Fifteen ideas for your ISA
Slides and audio from our event last week, featuring fund managers running money in every major market in the world...
02 Mar 2022
Investing in the UK with investment trusts
How closed-ended funds can help investors in UK companies...
31 Jan 2022
Investing for income with investment trusts
How investment trusts can support your dividend goals…
05 Jan 2022
The UK market’s hidden gems
London-listed small caps have flourished over the past decade and the Invesco Perpetual team believes that’s likely to continue into 2022…
30 Dec 2021
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
03 Nov 2021
Fund Analysis
With stock-picking once again being rewarded, IPU is performing well…
28 Jul 2021
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
26 May 2021
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
17 Mar 2021
Fund Analysis
IPU is back up the performance tables once again, thanks to the managers’ valuation led approach...
06 Jan 2021
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
25 Nov 2020
Britannia Redux?
UK equities have been despised for almost five years and could offer extreme rebound potential…
19 Nov 2020
Fund Analysis
On a material discount once again, IPU looks attractive for long term investors...
11 Nov 2020
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov 2020
Slides and Audio: Invesco Perpetual UK Smaller Companies
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
22 Oct 2020
Spotlight on discounts
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
17 Sep 2020
Five small cap trusts on very wide discounts
The UK Smaller Companies Sector is battered and bruised, but bombed out valuations among trusts in the sector look interesting...
17 Jun 2020
Jonathan Brown & Robin West
This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...
06 May 2020
The fight in the dog
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
01 May 2020
Fund Analysis
IPU has performed defensively during the selloff, and now trades on a small discount once again...
11 Mar 2020
Seeking big opportunities in UK smaller companies
20 Nov 2019
Making the grade: Kepler's rated trusts report strong performance in 2019
Earlier this year, we launched our new ratings for income and growth. Since then, the 40 trusts to have been awarded the elite Kepler Trust Intelligence ratings have performed strongly…
30 Oct 2019
Steady hands lead to smaller companies success
Invesco Perpetual UK Smaller Companies offers investors a proven approach to a particularly compelling sector...
15 Oct 2019
Fund Analysis
Fundamental stock pickers, aiming to achieve top quartile performance with below average volatility…
06 Sep 2019
Realising potential on the financial front line
Invesco UK Equities managers Jonathan Brown and Robin West discuss three stocks that have fulfilled their investment thesis over the last few years...
01 Aug 2019
Rethinking UK equity income
Despite being a popular allocation for investors, the UK Equity Income sector is currently plagued by the problem of concentration. Our analysis suggests smaller companies could be a strong alternative source of diversified income…
27 Mar 2019
NEVeR MiND tHE B*LL*CKS
We cut through the histrionics and discover, with surprising results, what life has really been like for British investors since David Cameron put it to 'the people'....
21 Mar 2019
Fund Analysis
A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...
06 Feb 2019
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
13 Dec 2018
Efficiency is everything
With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
24 Oct 2018
Fund Analysis
A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term...
12 Sep 2018
Fake news...
Small cap funds, despite their reputation to the contrary, are less volatile and have delivered better risk adjusted returns than their large cap peers...
15 Aug 2018
The income edge
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
19 Jun 2018
Pretty little things
Many smaller companies managers have been shifting into micro caps in 2018, should investors be following suit?
19 Jun 2018
Fund Analysis
A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...
08 Jun 2018
Unearthing opportunities in smaller companies
Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
05 Apr 2018
The search for discounted yield
We scour the investment trust universe for trusts offering chunky yields on a discount...
24 Oct 2017
Fund Analysis
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...