Invesco UK Opportunities Fund (UK) Z (Inc)
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
450.30p
2.10p (+0.47%)
Fund Code
INUGI
B8N46T5
GB00B8N46T57
Prices updated as at 02 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 7.13 | 6.59 |
| 31 Mar 15 - 31 Mar 16 | -7.71 | -3.91 |
| 31 Mar 16 - 31 Mar 17 | 21.41 | 18.76 |
| 31 Mar 17 - 31 Mar 18 | 1.83 | 0.61 |
| 31 Mar 18 - 31 Mar 19 | -0.59 | 5.09 |
| 31 Mar 19 - 31 Mar 20 | -21.20 | -18.97 |
| 31 Mar 20 - 31 Mar 21 | 39.53 | 30.63 |
| 31 Mar 21 - 31 Mar 22 | 27.27 | 9.86 |
| 31 Mar 22 - 31 Mar 23 | 5.44 | 2.09 |
| 31 Mar 23 - 31 Mar 24 | 6.49 | 7.84 |
| 31 Mar 24 - 31 Mar 25 | 12.00 | 8.50 |
Trailing returns (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 1 Day | 0.47 | 0.80 |
| 1 Month | 1.97 | 1.04 |
| 3 Months | 2.46 | -1.20 |
| 6 Months | 5.06 | 4.60 |
| 1 Year | 9.54 | 7.44 |
| 3 Years annualised | 8.71 | 6.52 |
| 5 Years annualised | 17.04 | 10.32 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
