The Invesco UK Equities team seek the best opportunities in the market and aims to deliver the best possible client outcomes. We offer a range of open-ended funds and investment trusts, which span the market cap spectrum.
Our team manages more than USD $8bn+ of assets under management (AUM).
The average tenure of the team is 14 years.
329 company meetings yearly, with around 50 of these with companies we don’t own.
After several years of geopolitical and economic headwinds the economic backdrop is improving with the prospect of lower interest rates and modest economic growth. This provides a positive backdrop for UK equities. We believe there is a growing appreciation that the UK equity market offers exposure to many high-quality cash-generative companies that in many cases trade at valuations below their global peers.
We focus on the fundamentals of businesses and seek to capitalise on market inefficiencies by buying stocks below their intrinsic value.
Discover how we find value in mispriced opportunities.
Equities: An improving landscape in the year ahead
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
UK smaller companies: review and outlook
Markets were relatively volatile during the quarter, with investors being pulled between the negatives of geopolitics and weaker industrial demand, and the potential benefit of lower interest rates.
UK smaller companies: Q3 2024 market review and outlook
Better inflation data prompted a strong start to the quarter, however, there was a sharp sell-off in August as positivity around interest rates was swamped by fears of a US recession. These fears gradually dissipated, and markets largely recovered by the end of the quarter.
UK equities: Q3 2024 market review and outlook
In this video, fund manager Martin Walker discusses what has been happening in UK markets, economic news and recent fund performance, plus his outlook for UK equities.
UK equities: and now for something completely different
UK equities present distinct and attractive opportunities for both domestic and global investors. Discover why they shouldn't be overlooked.
Let us know using this form and one of our specialist team will quickly get back to you.
You can invest in UK equities by investing in actively managed funds. We offer a broad range of actively managed funds.
We have a collaborative approach to fundamental investment analysis and adhere to a structured and repeatable investment process. At the same time, each individual fund manager can bring their own unique perspective to the portfolios they manage. ESG issues and active engagement are integral to this approach.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
All information is provided as at 30 June 2024, sourced from Invesco unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.Views and opinions are based on current market conditions and are subject to change.
EMEA 3767744/2024
