Invesco UK Opportunities Fund (UK) (Inc)

Category UK Large-Cap Equity
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Last buy/sell price

571.77p

arrow-up10.03p (+1.79%)

Fund Code

3305371

GB0033053710

Prices updated as at 20 May 2025
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Prices in GBX
Investment objective
The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. The Fund typically holds a concentrated portfolio of 35-45 stocks. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, collective investment schemes (including funds managed by the Invesco group), deposits and cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Invesco Fund Managers Limited
Fund launch date
11 Jun 1987
Domicile
United Kingdom
UCITS
Yes
Lead manager
Martin Walker
Lead manager start date
01 Jun 2008
Lead fund manager biography
Martin Walker, UK Equities Fund Manager at Invesco Perpetual Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.
Fund manager
Bethany Shard
Manager start date
31 Mar 2023
Fund manager biography
Head office
Perpetual Park, Perpetual Park Drive, Henley-on-Thames,
Oxfordshire
United Kingdom
RG9 1HH,
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