Invesco Summit Growth 5 Fund (UK) Z (Acc)

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

314.92p

arrow-up3.62p (+1.16%)

Fund Code

INZEA

BYZHLF5

GB00BYZHLF53

Prices updated as at 28 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.

Company name

Invesco Fund Managers Limited

Fund launch date

19 Jul 2018

Domicile

United Kingdom

UCITS

Yes

Lead manager

David Aujla

Lead manager start date

01 Jan 2020

Lead fund manager biography

Fund manager

Georgina Taylor

Manager start date

30 Sep 2023

Fund manager biography

Georgina Taylor, Portfolio Manager, who has been responsible for the Fund since 2021 and has been associated with Invesco Asset Management and/or its affiliates since 2013.

Head office

Perpetual Park, Perpetual Park Drive, Henley-on-Thames,

Oxfordshire

United Kingdom

RG9 1HH,

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