Invesco Summit Growth 4 (UK) NT Acc

Ranked 207 out of 268 in - Aggressive GBP over 3 months
All calculations are in GBP unless stated

Managed by

Nick Mustoe

Based in Henley-on-Thames, Nick Mustoe is Chief Investment Officer of Invesco Perpetual. Nick joined Invesco Perpetual in June 2010. His investment career spans over 30 years to date, having started with Phillips & Drew Fund Management as a UK equity manager in 1985. More recently, he was appointed CIO of Pictet Asset Management in 2006 after joining Hermes Pensions Management as CIO in 2002. He holds a first class honours degree in Business Studies from Bradford University.

Objective

The Invesco Perpetual Summit Growth 4 Fund is one of five multi-asset Sub-Funds from the Invesco Perpetual Summit Growth range. Of the five Sub-Funds, this Sub-Fund will typically have a preference for assets that provide potential for capital growth, such as equities, and aim to have the second highest level of volatility relative to global equities (with reference to the MSCI AC World Index). There is no guarantee that the Sub-Fund will achieve these aims and an investor may not get back the full amount invested.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2018
  • Share Class size04Mn
  • Base currencyGBX

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management0.80%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).