Invesco UK Opportunities Fund (UK) (Inc)

Category UK Large-Cap Equity
star-filledstar-filledstar-filledstar-filled
Last buy/sell price

556.70p

arrow-down-2.26p (-0.40%)

Fund Code

3305371

GB0033053710

Prices updated as at 14 May 2025
|
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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 156.336.59
31 Mar 15 - 31 Mar 16-8.40-3.91
31 Mar 16 - 31 Mar 1720.5118.76
31 Mar 17 - 31 Mar 181.070.61
31 Mar 18 - 31 Mar 19-1.345.09
31 Mar 19 - 31 Mar 20-21.80-18.97
31 Mar 20 - 31 Mar 2138.5030.63
31 Mar 21 - 31 Mar 2226.329.86
31 Mar 22 - 31 Mar 234.652.09
31 Mar 23 - 31 Mar 245.707.84
31 Mar 24 - 31 Mar 2511.168.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.40-0.02
1 Month5.337.35
3 Months1.64-0.70
6 Months6.446.57
1 Year5.034.94
3 Years annualised8.387.99
5 Years annualised16.4610.84
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.