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Asset/Investment Management
invescoperpetual.co.uk

Investments

45

Portfolio Exits

13

Funds

1

About Invesco Perpetual

Invesco Perpetual is a holding company and independent investment manager. Through its subsidiaries, the company is engaged in the management and dealing of authorized unit trusts; management of individual savings accounts and personal equity plans; management of investment portfolios; provision of financial consulting services; property development; and investment holding. Invesco Perpetual operates as a subsidiary of Invesco.

Headquarters Location

Perpetual Park Drive

Henley-on-Thames, England, RG9 1HH,

United Kingdom

0800 085 8677

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Latest Invesco Perpetual News

Invesco Perpetual UK Smaller Co's Investment Trust Plc - Director Declaration

Sep 21, 2023

Invesco Perpetual UK Smaller Companies Investment Trust plc is an investment trust. The investment objective of the Company is to achieve long-term total returns for shareholders primarily by investment in a broad cross-section of small to medium-sized United Kingdom quoted companies. The Company seeks its objective through the application of its investment policy and with the aim of spreading investment risk. The Company invests in small and medium-sized companies traded on the London Stock Exchange or on the alternative investment market (AIM). The Company invests approximately 10% in collective investment schemes or investment companies, and 10% in non-United Kingdom domiciled companies. It invests in various sectors, such as media; industrial metals and mining; travel and leisure; oil, gas and coal; banks; technology hardware and equipment, and consumer services. Sector

Invesco Perpetual Investments

45 Investments

Invesco Perpetual has made 45 investments. Their latest investment was in Genomics as part of their Series B on August 8, 2018.

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Invesco Perpetual Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

8/30/2018

Series B

Genomics

$32.5M

No

1

3/13/2018

Secondary Market

AJ Bell

$55.86M

Yes

1

3/1/2018

Series C

Gelesis

$30M

No

5

8/22/2017

Series A

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$99M

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10

3/16/2017

Series C

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$99M

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10

Date

8/30/2018

3/13/2018

3/1/2018

8/22/2017

3/16/2017

Round

Series B

Secondary Market

Series C

Series A

Series C

Company

Genomics

AJ Bell

Gelesis

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Amount

$32.5M

$55.86M

$30M

$99M

$99M

New?

No

Yes

No

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Co-Investors

Sources

1

1

5

10

10

Invesco Perpetual Portfolio Exits

13 Portfolio Exits

Invesco Perpetual has 13 portfolio exits. Their latest portfolio exit was Oxford Nanopore Technologies on September 30, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/30/2021

IPO

$99M

Public

8

5/4/2021

Acquired

$99M

2

1/14/2021

Reverse Merger

$99M

3

12/7/2018

IPO

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$99M

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10

10/19/2016

Corporate Majority

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$99M

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10

Date

9/30/2021

5/4/2021

1/14/2021

12/7/2018

10/19/2016

Exit

IPO

Acquired

Reverse Merger

IPO

Corporate Majority

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

8

2

3

10

10

Invesco Perpetual Acquisitions

1 Acquisition

Invesco Perpetual acquired 1 company. Their latest acquisition was PowerShares Capital Management on January 24, 2006.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/24/2006

Private Equity

$99M

$10M

Acquired

1

Date

1/24/2006

Investment Stage

Private Equity

Companies

Valuation

$99M

Total Funding

$10M

Note

Acquired

Sources

1

Invesco Perpetual Fund History

1 Fund History

Invesco Perpetual has 1 fund, including Invesco Asia Real Estate Fund III.

Closing Date

Fund

Fund Type

Status

Amount

Sources

Invesco Asia Real Estate Fund III

$75M

1

Closing Date

Fund

Invesco Asia Real Estate Fund III

Fund Type

Status

Amount

$75M

Sources

1

Invesco Perpetual Team

1 Team Member

Invesco Perpetual has 1 team member, including current Chief Executive Officer, James Robertson.

Name

Work History

Title

Status

James Robertson

Chief Executive Officer

Current

Name

James Robertson

Work History

Title

Chief Executive Officer

Status

Current

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