Invesco Summit Growth Range

low Ongoing Charge from 0.40% (Z share class, platform)

Invesco Summit Growth Range

Key features

Our five actively managed portfolios cater to a wide range of client risk profiles. Access expert asset allocation, fund selection and an Ongoing Charge of 0.40% per annum (Z share class, platform) and 0.65% (No Trail share class, direct)*.

Globally diversified

Each of our five funds is a carefully balanced portfolio invested across equity, fixed income and alternative asset classes. Allocations reflect the investment team’s views and the portfolios’ risk-return requirements.

summit growth

In a world where diversification is hard to find, it's important we access a broad range of investments to deliver returns for our clients. Our opportunity set is intentionally diverse and currently comprises 13 sub-asset classes.

Blended portfolios

The portfolios are a careful blend of active and passive funds. Deciding which to own, and when, is key. 

 

blended portfolio

Active investment strategies are employed where the team believes they have the best chance of delivering alpha. For example, the managers may feel that certain markets are ripe for active management, or that an active approach can bring something different to the portfolios.

Passive strategies are typically used to obtain broad market exposure – or market beta – and can provide liquidity, efficiency and cost-management benefits. The team believes that choosing to buy passive funds is itself an active decision. 

Risk targeted

Each of the five funds has a long-term risk target catering for a range of client risk appetites.

summit growth

 The funds have been mapped by the major risk profiling tools. This ensures they can be easily matched to client risk profiles.

summit growth risk ratings

How we invest

The Invesco Multi-Asset Strategies (MAS) team uses a simple, three-step investment process when managing the Summit Growth Range. Active management is central to the investment process, which comprises three stages: asset allocation, fund selection, and portfolio construction.

Find out more about our investment process:

The team

The Invesco Summit Growth Range is managed by David Aujla and Georgina Taylor.

David and Georgina are part of the wider Multi-Asset Strategies (MAS) team, which is made up of over 170 investment professionals. Their skills combine to cover every aspect of multi asset investing, and they are responsible for managing just over £110bn in multi asset portfolios.

Affordable

The range provides truly active management at an affordable price.

Share Class Ongoing Charge     Availability
Z Acc 0.40% on platform 
No trail Acc 0.65% direct from Invesco 

*The Ongoing Charge is a fixed rate and covers the majority of the operating costs of the funds incurred over a year including, but not limited to, fees paid for investment management and administration, custodian fees, depositary fees and audit and legal fees. The Ongoing Charge excludes Indirect Ongoing Costs, Other Ancillary Costs and Portfolio Transaction Costs. For a full breakdown of charges that apply to each share class of our funds, please refer to our ICVC Costs & Charges document.

Platform availability

The funds are available on the below platforms. If your platform isn't listed, contact us for details on how to get yours added. 

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Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

    The Invesco Summit Growth range has the ability to use derivatives for investment purposes, which may result in the funds being leveraged and can result in large fluctuation in the value of the funds.

    The funds may be exposed to counterparty risk should an entity with which the fund does business become insolvent resulting in financial loss.

    The securities that the funds invest in may not always make interest and other payments nor is the solvency of the issuers guaranteed. Market conditions, such as a decrease in market liquidity for the securities in which the fund invests, may mean that the fund may not be able to sell those securities at their true value. These risks increase where the fund invests in high yield or lower credit quality bonds.

    The funds invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise.

Important information

  • Views and opinions are based on current market conditions and are subject to change.

    For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Information Documents, the Supplementary Information Document, the financial reports and the Prospectus, which are available on our website.

    All information as at 31 March 2023 and sourced by Invesco, unless otherwise stated.