Brewin Dolphin Podcast

Brewin Dolphin Podcast


Invesco's Barnett Formula

December 10, 2015

This week Ben Gutteridge, Head of Fund Research, discusses the UK economy and stock market with Invesco Perpetual's Mark Barnett. Barnett currently manages a range of UK equity products that total approx £24bn. Barnett is also widely known for inheriting Woodford's mandates following his departure in 2014. The focus of the conversation is on the Tobacco, Pharmaceutical and Banking sectors, but time is made to analyse the threat of a potential Brexit.

 

The Invesco Perpetual High Income 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. Please ensure you have been provided with the most recent share class specific Key Investor Information Document(s) before making any decision to invest.

 

Please review the podcast on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.