INVESCO Perpetual UK Smaller Companies Investment Trust plc (IPU.L) LSE

Currency In GBp

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INVESCO Perpetual UK Smaller Companies Investment Trust plc

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

Key Executives

NameTitlePayYear Born
Patrick ShumPortfolio Manager0N/A
Paul ChanPortfolio Manager0N/A
Robin WestFund Manager0N/A
Jonathan BrownFund Manager0N/A
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Description

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.

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