Invesco UK Opportunities Fund UK

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Invesco UK Opportunities Fund (UK) Z (Inc)

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

462.53p

arrow-up8.13p (+1.79%)

Fund Code

INUGI

B8N46T5

GB00B8N46T57

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.

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 1721.4118.76
31 Mar 17 - 31 Mar 181.830.61
31 Mar 18 - 31 Mar 19-0.595.09
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 235.442.09
31 Mar 23 - 31 Mar 246.497.84
31 Mar 24 - 31 Mar 2512.008.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day1.791.36
1 Month6.637.74
3 Months5.572.01
6 Months9.288.37
1 Year7.066.34
3 Years annualised9.298.32
5 Years annualised16.8410.33
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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