A range of five risk-targeted fund-of-funds, actively investing for growth.
An actively managed range of five fund-of-funds combining the best of Invesco, with affordable ongoing charges starting from 0.40%* and availability on all major platforms. You simply select the fund that best suits your client, and we’ll do the rest, as well as providing you with all the necessary support to ensure a seamless investment experience.
“For over 25 years, we’ve been dedicated to managing multi-asset investments for our UK clients. The risk-targeted Summit Growth Range is a continuation of that legacy. The Invesco Asset Allocation team – part of Invesco Solutions, a team of 165+ investment professionals managing over £135bn – work to deliver this compelling proposition, ensuring it meets the evolving needs of both advisers and their clients.”
David Aujla, Multi-Asset Strategies Fund Manager
Each of our five funds is a carefully balanced portfolio invested across equity, fixed income and alternative asset classes to meet the different risk targets, ranging from 15% to 105% of global equity volatility.
Fund name |
Risk target |
Equities |
Bonds |
Alternatives |
|---|---|---|---|---|
15 - 45% |
15% |
83% |
2% |
|
30 - 60% |
30% |
64% |
6% |
|
45 - 75% |
45% |
49% |
6% |
|
60 - 90% |
60% |
34% |
6% |
|
75 - 105% |
80% |
14% |
6% |
For illustrative purposes only. The asset allocations are indicative and due to the timing of an investment, or availability of investments across different platforms, may not fully reflect the constituents of the actual funds. Risk targets are relative to the MSCI AC World Index. The fund risk profiles may fall outside the range stated from time to time, especially during periods of unusually high or low market volatility.
Sign up for free access to our online portal, Basecamp, which lets you dig into the data and download supporting materials such as regular commentary and client literature.
Inside the markets | Multi-Asset review
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
The big headlines | Quarter 1 2025
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance.
November 2024 MPS Market Review
Donald Trump completed an historic comeback in November as both he and his Republican Party swept the board in the US Presidential and Congressional elections.
Multi-Asset: Alternative sources of diversification remain crucial
We believe investors need to ensure they have alternative sources of diversification within their multi-asset toolkit. Georgina Taylor for the Multi-Asset Strategies UK team shares her views on the outlook and opportunities.
October 2024 MPS Market Review
The Global stock market accrued further gains in October, however, this aggregated statistic belied mixed performance beneath the surface.
If you have any questions, don’t hesitate to get in touch with our sales team using the below details, or reach out to your usual Invesco representative.
Email: salesadmin@invesco.com
Tel: 01491 417600
* 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.
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 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.
All information as at 31 December 2024 and sourced by Invesco, unless otherwise stated.
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.
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.
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