Invesco Summit Growth 4 Fund (UK) Z (Acc)

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

291.13p

arrow-up1.37p (+0.47%)

Fund Code

INZDA

BYZHLB1

GB00BYZHLB16

Prices updated as at 17 Jan 2025

Prices in GBX

Investment objective

The Fund seeks to grow the amount invested over the long term (5 years plus). The Fund gains exposure to diversified asset classes globally. These asset classes may include equities, equity related securities, debt securities (including investment grade debt, non-investment grade debt and senior loans), property, commodities, cash, cash equivalents and money-market instruments. The Fund primarily accesses these asset classes through collective investment schemes and other products (such as exchange traded funds and investment trusts) managed or operated within the Invesco group. However, the Fund may also invest directly in transferable securities, money-market instruments, 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 (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-	-
31 Dec 18 - 31 Dec 19	13.69	15.67
31 Dec 19 - 31 Dec 20	5.18	5.25
31 Dec 20 - 31 Dec 21	12.88	11.14
31 Dec 21 - 31 Dec 22	-7.38	-10.08
31 Dec 22 - 31 Dec 23	13.05	8.37
31 Dec 23 - 31 Dec 24	9.57	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.47	0.68
1 Month	1.51	1.23
3 Months	1.81	2.07
6 Months	5.23	4.34
1 Year	14.60	13.13
3 Years annualised	5.96	3.46
5 Years annualised	6.50	4.53

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.

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