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Invesco Perpetual ISAs & Funds

Over the past two years Invesco Perpetual has won 35 awards, including Money Marketing's 'Best Investment Fund Group' which it has won for five consecutive years (2008-2012). Its most popular funds are managed by Mark Barnett.


Why you should invest in Invesco Perpetual funds through CommShare

  • No initial charges - you save 5% instantly
  • Commission free - platform and direct
  • Valuation and fund monitoring
  • Invest lump sums online (using Cofunds or FundsNetwork for lump sums) or invest by paper application
  • All-inclusive 0.24% p.a. fee - additional fund and platform charges apply


Most Popular Invesco Perpetual funds

Fund Initial Charge Platform (Total Charge) Direct (Total Charge) Valuation &
Monitoring
Cofunds FundsNetwork Fee Based Commission Based
High Income 5% 0% 1.24% p.a. 1.24% p.a. 1.24% p.a. 1.5% p.a.
Monthly Income Plus 5% 0% 1.12% p.a. 1.12% p.a. 1.24% p.a. 1.25% p.a.
Income 5% 0% 1.24% p.a. 1.24% p.a. 1.24% p.a. 1.5% p.a.
Global Equity 5% 0% 1.24% p.a. 1.24% p.a. 1.24% p.a. 1.5% p.a.
European Equity 5% 0% 1.24% p.a. 1.24% p.a. 1.24% p.a. 1.5% p.a.

Use a platform for your Invesco Perpetual funds

We recommend you use Cofunds to arrange and manage your Invesco Perpetual funds. It's easy, convenient and more flexible than investing direct with Invesco Perpetual.


Use Invesco Perpetual direct

We recommned you use a platform, but you can invest direct with Invesco Perpetual if you prefer.

Commission free funds: you can invest direct in commission free funds. In this case, there are no platform fees to pay. However, you must pay our 0.24% p.a. fee in cash, quarterly by direct debit.

Commission paying funds: you can invest direct in commission paying funds. In this case we do not charge a fee because we receive commission from Invesco Perpetual instead.

Please make sure you read the following before investing or transferring:

To request a brochure and forms by post click here.

Please send all completed application forms to us, using our FREEPOST address CommShare Ltd, FREEPOST RTAL-SCKA-KCEJ, 16 Hatherley Road, Sidcup, Kent, DA14 4BG. Please don't send forms directly to Invesco Perpetual because you won't receive your discounted initial charge.


Register

If you’ve previously arranged your Invesco Perpetual investments elsewhere, you can easily include them in our service. All you have to do is complete a Registration Form.

Why not do it now? It only takes a couple of minutes and doesn’t affect your investments in any way.

All of your Invesco Perpetual funds will automatically be included in your FUNDSFOLIO account where you can see an up-to-date valuation of your funds and comprehensive, impartial fund information.


Switch

If you want to switch some of, or all of your holdings between funds, please download and complete a switch form.


Sell

If you want to sell some of, or all of your holdings, please download and complete a sell form.

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.