Audio

Webinar replay: Invesco Perpetual UK Smaller Companies Investment Trust plc shareholder update

4 June 2021
Jonathan Brown
Jonathan Brown
UK Small Cap Equities Fund Manager
Robin West, Fund Manager
Robin West
UK Small Cap Equities Fund Manager

Ahead of the Company’s AGM, which will be held on 10 June 2021, Chairman Jane Lewis and Portfolio Managers Jonathan Brown and Robin West took part in a recent webinar to provide a shareholder update.

Listen to the replay to hear how the Company has been managed over the past year and the answers to some key shareholder questions.

  • 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 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.

    As a result of COVID-19, markets have seen a noticeable increase in volatility as well as, in some cases, lower liquidity levels; this may continue and may increase these risks in the future. In addition, some companies are suspending, lowering or postponing their dividend payments, which may affect the income received by the product during this period and in the future.

  • 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.

    For more information on our investment trusts, 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 our website.