24th August 2018

Invesco: The virtues of Value investing

Given the underperformance of Value investing over the past decade, Martin Walker looks to history to ask; is Value investing dead? Or will high conviction, Value led strategies survive? 

Any analysis of my fund management style over the past fifteen years will reveal a bias towards valuation conscious investing. Let’s call it “Value” for short. It is a truism that what you pay for an investment ultimately dictates the return that will be received over time.

Read more here

Investment risks

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 Growth Fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund.

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All data is as at 30.06.2018 and sourced from Invesco Perpetual unless otherwise stated.

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

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