Invesco celebrates 25 years of Global Smaller Companies Fund

Leading fund manager Invesco Perpetual is celebrating the 25-year anniversary of the Invesco Perpetual Global Smaller Companies Fund. Since its launch in 1984, the fund has generated an impressive return of 1773.91% (12.43% annualised) against a sector average of 689.09% (8.61% annualised). An investment of £1,000 in 1984 would now be worth £18,739.

The ‘A' rated fund captures smaller company investment ideas from the Henley based UK, European, Asian, Japanese, Emerging Market teams and the Boston based Invesco US smaller company team in one (open-ended) fund, with Bob Yerbury as lead manager. Now £235 million in size, the fund provides investors with access to the well-resourced and proven global smaller companies expertise within Invesco Perpetual.

Bob Yerbury, lead manager of the fund and Chief Investment Officer of Invesco Perpetual commented: "Reaching the 25-year anniversary of the Global Smaller Companies Fund with strong, consistent returns is a landmark and is a reflection of the talented pool of fund managers and specialist knowledge Invesco Perpetual has to offer."

"The last 25 years has seen three global recessions, with the current crisis the worst, so to now be in such a strong position demonstrates our ongoing commitment to delivering superior returns to investors. The last 25 years has also seen the breadth of smaller company opportunities for our investment team broaden and deepen, making today's universe as large as at anytime in history."

The fund seeks to achieve long term capital growth through a portfolio of investments in mainly smaller company securities from around the world, focusing on companies with strong and sustainable businesses, good management, financial strength and that are trading on attractive valuations.