Invesco Perpetual UK Growth - Silver

FUND RESEARCH UPDATE: Fund Rating upgraded to Silver

Jeremy Beckwith 4 March, 2015 | 6:30AM
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Following a recent Morningstar Analyst Ratings Meeting, we have upgraded the Morningstar Analyst Rating™ of the Invesco Perpetual UK Growth fund to Silver. The fund previously held a Bronze rating. The fund has been managed by Martin Walker since June 2008, but Walker has managed money in this style since 2003. Walker combines both top-down and bottom-up inputs and adopts an unconstrained, valuation-orientated approach. His approach is contrarian in nature but pragmatic and always with a strong appreciation of the risks he is taking. Walker has demonstrated a clear investment philosophy to which he has adhered consistently, even through less favourable market conditions and he has achieved impressive, risk-adjusted returns over the long-term as a result. In our opinion, the fund is an offering worth considering by investors looking for a UK fund investing predominantly in large and mid-caps.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Invesco UK Opports (UK) (Acc)808.58 GBP0.06Rating

About Author

Jeremy Beckwith  is Director of Manager Research for Morningstar UK