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Image result for invesco perpetual imagesEnhanced index funds

In a low return environment, every little extra, in performance terms, is important.

Our enhanced index funds look seek to deliver an index-like experience while outperforming their benchmark index, after fees, over a full market cycle.

There is no guarantee the funds will achieve their target and investors may not get back the full amount invested.

Why consider our enhanced index funds?

More and more investors are using index funds in their investment portfolios due to cost considerations by some and the diversification benefits they can offer alongside more traditional strategies by others.

At Invesco Perpetual, we believe that by adding investment skill to index investing, we can deliver a better return for investors.

Our four enhanced index funds, focusing on UK, European, US and Global equities, offer a number of benefits and have the potential to make a valuable contribution to investors’ portfolios.

Invesco Perpetual European ex UK Enhanced Index Fund Factsheet
Invesco Perpetual Global ex UK Enhanced Index Fund Factsheet
Invesco Perpetual UK Enhanced Index Fund Factsheet
Invesco Perpetual US Enhanced Index Fund Factsheet

What is our investment approach?

Central to our approach is the identification of specific stock characteristics, or factors, which have been shown to be key drivers of a stock’s price in the past, and which provide the potential for the funds to outperform in the long term.

Every day we use a range of factors to rank over 3,000 stocks from the most to the least attractive. Together with an assessment of risk, we then build funds which share the broad characteristics of their index – creating an ‘index-like experience’ – but with the potential to outperform.

The factors we use are constantly evolving. The team work to continually stay ahead of the curve, either changing the composition of a factor or replacing it entirely.

Fund Region Index Fund Managers Typical no of stocks
Invesco Perpetual UK Enhanced Index Fund UK FTSE All-Share ex Investment Trusts Michael Fraikin
Alexander Uhlmann
c100
Invesco Perpetual European ex UK Enhanced Index Fund European ex UK MSCI Europe ex UK Alexander Uhlmann
Thorsten Paarmann
c150
Invesco Perpetual Global ex UK Enhanced Index Fund Global ex UK MSCI World ex UK Michael Fraikin
Alexander Uhlmann
c400
Invesco Perpetual US Enhanced Index Fund US S&P 500 Michael Fraikin
Glen Murphy
c250

Buy through Seymour Sinclair Investments via the     Cofunds or Fundsnetwork Platforms

Online:

Choose which Platform you’d like to use and follow one of the links below.  Select the your choice of Invesco Perpetual Enhanced Index Fund from the menu and follow the simple instructions to make your purchase.  A debit card will be required (credit cards are not accepted) and your National Insurance Number if you are investing in an ISA.  Our discounts will be automatically carried over.

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Postal Application:

Print off and complete the investment application form making sure all parties sign and date it.

Enclose your cheque payable to either Cofunds Limited or Fidelity. If you are using a building society cheque, ensure that the society add ‘reference (your name)’ after the payee.  Do not make your cheque payable to Seymour Sinclair Investments as we will have to return it to you, which will cause a delay in an investment being made.

Complete the Platform Investment Application Form.  This identifies your personal details and the investment you wish to make. It also confirms that you wish us to act as your agent on an Execution Only basis in order to obtain an investment discount and that you fully understand the Terms under which your investment is being made and that we have not given any financial advice or recommendation.

Post to Seymour Sinclair Investments using the FREEPOST service –

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF


DO NOT SEND DIRECTLY TO THE INVESTMENT COMPANY

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  • No Initial Charges
  • 0.25% p.a. Platform Fee
  • 0.20% p.a. Agent Fee
  • 0.23% p.a. Annual Management Charge

DOCUMENT DOWNLOADS


cofunds

  • No Initial Charges
  • 0.23% p.a. Platform Fee
  • 0.20% p.a. Agent Fee
  • 0.23% p.a. Annual Management Charge

DOCUMENT DOWNLOADS


 

Buy through Seymour Sinclair Investments
Direct with Invesco Perpetual

Postal Application:

Print off and complete the investment application form making sure all parties sign and date it.

Invesco Perpetual Application Pack

Enclose your cheque payable to Invesco Fund Managers Ltd Client A/C. If you are using a building society cheque, ensure that the society add ‘reference (your name)’ after the payee.  Do not make your cheque payable to Seymour Sinclair Investments as we will have to return it to you, which will cause a delay in an investment being made.

Complete the Non Advisory Execution Only Investment Declaration Form.  This identifies your personal details and the investment you wish to make. It also confirms that you wish us to act as your agent on an Execution Only basis in order to obtain an investment discount and that you fully understand the Terms under which your investment is being made and that we have not given any financial advice or recommendation.

Post to Seymour Sinclair Investments using the FREEPOST service –

FREEPOST LON17950, 2 Blade Mews, LONDON SW15 2GZ.


DO NOT SEND DIRECTLY TO THE INVESTMENT COMPANY

IMPORTANT INFORMATION:  Remember that the value of investments and the income from them can go down as well as up and that past performance is no guarantee of future returns.  Key Feature documents give full details of aims, risks and charges – these should be read before you invest.  Whilst we provide product information, guidance and fund research, we cannot know which of these products or funds, if any, are suitable for your particular requirements and must leave that judgement to you.  Tax treatment depends on your individual circumstances and may be subject to change in the future.  If you are unsure about the suitability of an investment, you should seek expert financial advice.