Invesco Summit Growth Range
low Ongoing Charge from 0.40% (Z share class, platform)
Globally diversified
across a range of asset classes and markets by accessing an in-house universe of over 800+ funds.
Blended portfolios
that own active strategies in markets where they can make a real difference. Where there are compelling market access, liquidity or efficiency gains, we opt for passive.
Risk targeted
to cater for a range of risk and return profiles, mapped by the major risk rating tools.
Actively managed
by our experienced Multi-Asset Strategies (MAS) team, partnered with Invesco Solutions.
Affordable
pricing with an Ongoing Charge from 0.40% (Z share class, platform).
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.
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.
20-30
underlying funds per portfolio
800+
fund managers
13
Independent investment centres
25
countries worldwide with investment professional presence
$1.4tr
Invesco assets under management
8000+
employees
Blended portfolios
The portfolios are a careful blend of active and passive funds. Deciding which to own, and when, is key.
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.
The funds have been mapped by the major risk profiling tools. This ensures they can be easily matched to client risk profiles.
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.
Explore the team's latest insights
Tactical asset allocation views | Help on the way?
The Multi Asset Strategies UK team provides its tactical asset allocation views over a 12 to 36-month investment horizon. Find out why our view of fixed income is still constructive.
24 January 2024
Currency Conundrum
Discover how currency fluctuations can mean the return investors get from overseas investments can be different to local investors. Find out more.
12 December 2022
Watch webinar on demand
Is the 60/40 portfolio still fit for purpose?
Listen as David discusses whether 60/40 portfolios are still fit for purpose, or if they need to evolve to remain relevant.
Watch webinar
How can we help?
Let us know using this form and one of our specialist team will quickly get back to you.
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 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
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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.
