In this video recorded at a private investor conference in May 2024, fund manager Robin West sets out why UK smaller companies deserve closer attention with insights on some of the extraordinary businesses in the portfolio.
01:00 – What makes UK smaller companies a potentially attractive asset class for investors?
02.56 – Why investors might consider Invesco Perpetual UK Smaller Companies Investment Trust to access this market: We discuss our track record, the target 4% dividend¹ and discount to NAV².
04:17 – Why do we think now is an interesting time to look at UK smaller companies?
10:50 – Why look at this investment trust to invest in UK smaller company stocks?
13:08 – What are the four main themes of the portfolio?
20:41 – Summary and closing remarks.
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This investment trust is managed by Jonathan Brown and Robin West, members of Invesco’s UK equities team. Click below to learn more about the trust and the team.
Invesco Perpetual UK Smaller Companies Investment Trust plc
UK equities team
Robin West, Fund Manager
Jonathan Brown, Fund Manager
Jonathan Brown, Fund Manager
¹ The Board rebases the final dividend each year to provide a 4% yield based on the year-end share price. The yield is indicative only and is not guaranteed.
² Source. Bloomberg as at 3 April 2024.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
The Invesco Perpetual UK Smaller Companies Investment Trust plc invests in smaller companies which may result in a higher level of risk than a product that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.
The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.
The Invesco Perpetual UK Smaller Companies Investment Trust plc uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.
All information correct as at 31 March 2024 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.
For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports. This information is available on the website www.invesco.com/uk/en/investment-trusts.html.
Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.
If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.
EMEA 3642863
