Invesco Summit Growth 5 Fund UK

Select share classes
There is only one type of share class for this fund.

Invesco Summit Growth 5 Fund (UK) Y (Acc)

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

289.02p

arrow-up0.71p (+0.25%)

Fund Code

INYEA

BYZHLD3

GB00BYZHLD30

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The Fund seeks to grow the amount invested over the long term (5 years plus). The Fund gains exposure to diversified asset classes globally. These asset classes may include equities, equity related securities, debt securities (including investment grade debt, non-investment grade debt and senior loans), property, commodities, cash, cash equivalents and money-market instruments. The Fund primarily accesses these asset classes through collective investment schemes and other products (such as exchange traded funds and investment trusts) managed or operated within the Invesco group. However, the Fund may also invest directly in transferable securities, money-market instruments, deposits and cash.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerRichard Batty, Georgina Taylor, David Aujla
289.02
245.65
Fund comparative indexIA Flexible
Volatility Managed
-
0.40
0.00
0.00
GBP Allocation 80%+ Equity
No
Fund providerInvesco Fund Managers Limited
Share class launch date19 Jul 2018
£18.60m
-
1.28
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.