Investments
45Portfolio Exits
13Funds
1About 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.
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Latest Invesco Perpetual News
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.
Invesco Perpetual Investments Activity
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 | |||||
3/16/2017 | Series C |
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 | ||
Amount | $32.5M | $55.86M | $30M | ||
New? | No | Yes | No | ||
Co-Investors | |||||
Sources | 1 | 1 | 5 |
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 | Public | 8 | ||
5/4/2021 | Acquired | 2 | |||
1/14/2021 | Reverse Merger | 3 | |||
Date | 9/30/2021 | 5/4/2021 | 1/14/2021 | ||
|---|---|---|---|---|---|
Exit | IPO | Acquired | Reverse Merger | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | ||||
Sources | 8 | 2 | 3 |
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 | $10M | Acquired | 1 |
Date | 1/24/2006 |
|---|---|
Investment Stage | Private Equity |
Companies | |
Valuation | |
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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