INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) LSE
Currency In GBp
AD
- General
- Statistics
- Historical Data
- Profile
- Financials
AD
Currency In GBp
Address
30 Finsbury Square
London, EC2A 1AG
United Kingdom of Great Britain and Northern Ireland (the)
Phone
N/A
Sector
Financial Services
Industry
Asset Management
Employees
0
First IPO Date
March 07, 1988
| Name | Title | Pay | Year Born |
| Patrick Shum | Portfolio Manager | 0 | N/A |
| Paul Chan | Portfolio Manager | 0 | N/A |
| Robin West | Fund Manager | 0 | N/A |
| Jonathan Brown | Fund Manager | 0 | N/A |
The INVESCO Perpetual UK Smaller Companies Investment Trust plc is a closed-ended equity investment vehicle, established on March 1, 1988, and based in the United Kingdom. It falls under the primary management of Invesco Fund Managers Limited, with additional oversight from Invesco Asset Management Limited. The trust's objective is to allocate capital to publicly traded companies spanning various industries within the United Kingdom. Its investment strategy prioritizes small and mid-capitalisation companies exhibiting growth prospects at a reasonable price (GARP stocks). Portfolio construction is driven by fundamental analysis, scrutinizing elements like anticipated market position, financial stability, and competitive advantages. The trust's performance is measured against the Numis Smaller Companies Index, excluding other investment companies.