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Multi-Asset Adviser Solutions
Turn our expertise into your edge
170 + Investment professionals
25 Years managing portfolios
£110bn Assets under management
Life as an adviser can be a fine balancing act. Keeping up with the regulatory landscape and ensuring you’re making the right decisions takes up time.
It’s therefore no surprise that advisers turn to multi-asset adviser solutions to manage client portfolios. And this trend is only gaining momentum as many look to focus on core priorities, such as the client relationship, and leverage the expertise of dedicated portfolio managers.
Our solutions
We know that your clients will have a variety of investment goals, and their portfolios need to be managed in different ways. In response, we’ve carefully constructed a suite of affordable multi-asset adviser solutions to meet those needs.
Learn about the ranges below, which are all rated by major risk agencies and available on leading platforms.
Fund-of-funds
A highly-diversified range of 5 funds, providing an affordable way to invest for long-term growth.
Invesco Summit Income Fund (UK)
An income-focused portfolio with a long-term investment horizon to help clients prepare for the future with a truly diverse source of returns.
Invesco Summit Responsible Range
A range of 5 funds which intend to invest 100% of assets in investments which met certain ESG criteria.*
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Model Portfolio Services
Invesco Advisory Model Portfolio Service
A range of 12 models for growth and/or income which keep you in control. We manage the models, you manage the client portfolios.
Invesco Discretionary Model Portfolio Service
For a more ‘hands off’ approach, 6 discretionary models investing for long-term growth.
Retirement Investment Solution
A total of 4 discretionary models that are paired with Just Group’s Secure Lifetime Income product, offering guaranteed income within an investment portfolio.
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Explore
Want to explore the portfolios? Sign up for free access to our online portal Basecamp, which lets you dig into the data, asset allocation and performance, as well as providing all of our supporting materials:
- Portfolio information
- Regular updates and commentary
- Client literature
The team
Your clients’ cash is in experienced hands. Our solutions are all run by Invesco Multi-Asset Strategies (MAS) – a team of over 170 professionals dedicated to the management of investment portfolios.
In addition to their own expertise, they leverage that of the wider business, gathering data and insight from across our global network to ensure they make informed decisions that can benefit investors.
They’ve been assembling portfolios for over 25 years and currently manage more than £110bn of assets for our clients.
170 + Investment professionals
25 Years managing portfolios
£110bn Assets under management
Why use investment solutions?
Save time
Investor needs are getting more sophisticated, product ranges are expanding and regulation is becoming more complex. Building custom portfolios is tougher and more time-consuming than ever.
Work in partnership
By combining strengths, you can ensure a high-quality of service and leverage the expertise of investment managers that are dedicated to portfolio management.
Focus on what matters
The time saved means you can focus on the core priorities, such as providing expert financial advice and the client relationship itself.
Footnotes
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* The Summit Responsible funds aim to invest 100% of their assets (excluding cash) in investments meeting certain ESG criteria. Further information can be found in the Prospectus and Key Information Document.
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.
As one of the key objectives of the Invesco Summit Income Fund (UK) 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.
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.
Important information
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All information as at 30 June 2024 and sourced by Invesco, 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.
