21 Mar 2019
Invesco Perpetual UK Smaller Companies Trust - Overview
Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON) | 403 -16.1 (-1.0%) | Mkt Cap: 136.3m
Jonathan Brown and Robin West are fundamental stock pickers, with a strong valuation discipline. The team were taking profits in more highly rated stocks in the year to the end of Q3 2018, and from Q4 were adding exposure to companies previously viewed as too expensive, post significant share price falls. The managers aim to achieve above average returns (relative to peers) through the cycle with lower volatility. The strong performance so far in 2019 YTD with NAV returns +11.7% isn’t necessari ....
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Invesco Perpetual UK Smaller Companies Trust - Overview
Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON) | 403 -16.1 (-1.0%) | Mkt Cap: 136.3m
- Published:
21 Mar 2019 -
Author:
William Heathcoat Amory -
Pages:
7
Jonathan Brown and Robin West are fundamental stock pickers, with a strong valuation discipline. The team were taking profits in more highly rated stocks in the year to the end of Q3 2018, and from Q4 were adding exposure to companies previously viewed as too expensive, post significant share price falls. The managers aim to achieve above average returns (relative to peers) through the cycle with lower volatility. The strong performance so far in 2019 YTD with NAV returns +11.7% isn’t necessari ....