MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to grow the amount invested over the long term (5 years plus). The Fund is one of five multi-asset funds from the Invesco Summit Growth range. Of the five funds, this Fund will typically have a balanced exposure to defensive assets, such as investment grade debt securities, and assets providing potential for growth, such as equities, and aim to have a median level of volatility (a measure of the size of short term changes in the value of an investment) relative to global equities (with reference to the MSCI AC World Index). There is no guarantee that the Fund will achieve these aims and an investor may not get back the amount invested. The Fund invests primarily in collective investment schemes and other types of products managed by Invesco, such as exchange traded funds and investment trusts, to gain exposure to a diversified range of assets including shares of companies, fixed interest and other debt securities, property, commodities and cash. The Fund may use derivatives (complex instruments) for investment purposes and to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach driven by valuation and risk analysis. The Fund is not constrained by a benchmark and has a flexible multi-asset fund of fund's strategy investing across a variety of regions and asset classes. The reference to (UK) in the Fund name only relates to the Fund’s domicile and is unrelated to the Fund’s objectives and investment policy. The return of the Fund depends on the value of the assets it invests in and the income they generate. Any income from your investment will be reinvested annually.

Fund Managers

Invesco Investment Solutions Team

Invesco Multi Asset Team