Invesco UK Opportunities Fund UK

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Invesco UK Opportunities Fund (UK) Z (Acc)

Category UK Large-Cap Equity

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

637.18p

arrow-up2.97p (+0.47%)

Fund Code

INUGA

B8N46S4

GB00B8N46S41

Prices updated as at 02 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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 157.136.59
31 Mar 15 - 31 Mar 16-7.71-3.91
31 Mar 16 - 31 Mar 1721.4018.76
31 Mar 17 - 31 Mar 181.810.61
31 Mar 18 - 31 Mar 19-0.605.09
31 Mar 19 - 31 Mar 20-21.20-18.97
31 Mar 20 - 31 Mar 2139.5330.63
31 Mar 21 - 31 Mar 2227.279.86
31 Mar 22 - 31 Mar 235.432.09
31 Mar 23 - 31 Mar 246.497.84
31 Mar 24 - 31 Mar 2512.018.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.470.80
1 Month1.971.04
3 Months2.46-1.20
6 Months5.084.60
1 Year9.557.44
3 Years annualised8.716.52
5 Years annualised17.0510.32
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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