Article
UK smaller companies: review and outlook
29 January 2024
Scroll down to watch the latest quarterly video update
In his latest video update, Jonathan reflects on the quarter and answers the following questions:
- What were the key events driving the market during the quarter?
- How did the fund perform over the quarter?
- What changes were made to the portfolio over the quarter?
- What is the outlook for UK smaller companies?
Want to know more?
This fund is managed by Jonathan Brown and Robin West, members of Invesco’s UK equities team. Click below to learn more about the fund and the team.
Invesco UK Smaller Companies Equity Fund (UK)
UK equities team
On demand: catch up on previous updates
Jonathan Brown, UK Small Cap Fund Manager
Robin West, UK Small Cap Fund Manager
Invesco UK Smaller Companies Equity Fund (UK): Q1 2023 Manager Update
Jonathan Brown, UK Small Cap Fund Manager
Invesco UK Smaller Companies Equity Fund (UK): Q4 2022 Manager Update
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Investment risks
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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 UK Smaller Companies Equity Fund (UK) invests in smaller companies which may result in a higher level of risk than a fund that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.
The Fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund.
Important information
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All information correct as at 31 December 2023 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.
If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.
For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, available on the website.
Issued by Invesco Asset Management Limited and Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
