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You are here: Manager factsheet

Martin Walker

Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Martin is Head of the Henley-based UK Equities team and manages the Invesco UK Opportunities Fund (UK) and the Invesco UK Equity Fund (Lux). Martin began his investment career in 1997 after previous experience as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a junior fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. He has managed the Invesco UK Opportunities Fund (UK) since 2008 and was appointed Head of the UK Equities Team in May 2020. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma
Total return for Martin Walker
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Martin Walker

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Martin Walker 13.9 0.6 19.8 37.7 -13.8 -13.5 3.0 24.8 -11.8 10.9
Peer Group Composite 12.9 -0.7 -0.1 27.6 -7.5 -4.4 4.6 23.0 -5.6 9.0
Over / Under 1.0 1.3 19.9 10.1 -6.3 -9.1 -1.6 1.8 -6.2 1.9
Performance vs peer group composite: Martin Walker
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco UK Opportunities (UK) Lead manager IA UK All Companies since Jun 01 2008 to present
Invesco UK Equity Co-managed (deputy) FO Equity - UK since Oct 08 2018 to present
Funds managed previously
Fund Periods
Invesco Pan European Equity since Jul 01 2003 to Oct 28 2021
Invesco Sustainable UK Companies (UK) since Jan 01 2004 to Dec 29 2016
Invesco UK Equity since Jun 10 2008 to fund close
Invesco Pan European Focus Equity since Jul 07 2011 to Jun 29 2020
Invesco UK Focus (UK) since Jan 01 2013 to fund close
Invesco UK Opportunities since Jul 01 2004 to fund close
Invesco Perpetual Income and Growth Investment Trust plc since Jul 12 2016 to May 14 2020
Invesco UK Focus since Dec 01 2006 to fund close
Invesco Perpetual Income and Growth Investment Trust plc since May 15 2020 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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