Fundamental Multi Asset Solutions
Invesco has managed multi asset funds on behalf of UK clients for over 25 years. The risk-targeted Summit ranges are a continuation of that heritage.
Experience
We’re one of the largest asset managers in the UK, having been successfully investing for our clients for over 30 years.
Diversified
Each fund carefully blends investments to achieve an asset class and geographic mix that provides the balance, aiming to meet the risk target.
Simple
Our investment team does all the hard work – with the help of your financial adviser, you just have to pick the fund from the range that’s right for your client.
Affordable
The Summit ranges all offer a relatively low annual charge.
Our products
Summit Growth Range
- Five multi asset funds
- A blend of 20-30 active and passive Invesco funds
- Highly diversified across asset classes, Investing in 80+ countries, 11 sectors and 3500+ holdings
- OCFs starting from 0.40%
Transcript
Summit Responsible Range
- Five multi asset funds
- Intending to invest in 100% responsible investments via a blend of Invesco’s ESG focused ETFs
- A ‘market like’ experience with only 2.2% tracking error
- OCFs starting from 0.25%
Transcript
Summit Income Fund (UK)
- Single multi asset fund
- Aims to generate an income return of between 2-3% above the Bank of England base rate over a 12-month rolling period, with income paid monthly
- Highly diversified across asset classes, Investing in 60+ countries, 11 sectors and 5100+ holdings
- OCF of 0.45%
Transcript
Join the 1,200 investors who already subscribe to our newsletter
Sign up to our newsletter to receive the latest investment insights, our upcoming events and webinars, and information about our products and capabilities.
-
Investment Risks
The value of investments and any income will fluctuate. This may be partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
Invesco Summit Growth Range Funds, Invesco Summit Responsible Range Funds (UK) and Invesco Summit Income Fund (UK):
The issuers of the debt securities to which the product is exposed may not always make interest and other payments due to financial difficulties or insolvency. The value of the debt securities may fall due to poor market conditions, such as a decrease in market liquidity, and/or variations in interest rates. These risks increase where the product invests in high yield, or lower credit quality, bonds.The product may be exposed to securities of emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise which could result in losses.
The product's use of financial derivatives may result in the product being leveraged, that is, the economic exposure created by using a derivative may be greater than the amount invested. The product, therefore, has the potential to lose more than it paid. If a counterparty becomes insolvent this will also result in a loss. The use of certain derivatives may also impair the product’s liquidity which may mean the product has to close positions at an unfavourable price.
Invesco Summit Income Fund (UK):
As one of the key objectives of the Fund is to provide income, the ongoing charge is taken from capital rather than income. This can erode capital and reduce the potential for capital growth.Invesco Summit Responsible Fund Range (UK):
The use of ESG criteria may affect the Fund’s investment performance and therefore may perform differently compared to similar products that do not screen investment opportunities against ESG criteria.Important information
Data as at 10th June 2024, unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
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 using the contact details shown.
EMEA3658699/2024
