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Webcall replay: James Goldstone - UK Equity Strategy

Webcall replay: James Goldstone – UK Equity Strategy

Listen to the replay to hear James update on the Keystone Investment Trust plc nad Invesco Perpetual Select Trust plc – UK Equity share portfolio.

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.

    Keystone Investment Trust plc

    The product uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.

    The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.

    The product 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.

    Invesco Perpetual Select Trust plc - UK Equity share portfolio

    The product 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.

Important Information

  • This web page is for Professional Clients only in the UK and is not for consumer use.

    All data is as at 31/04/2020 and sourced from Invesco 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. This web page is marketing material and is not intended as a recommendation to invest in 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. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

    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 using the contact details shown.

    Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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