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Invesco Summit Growth 3 (UK) NT Acc

Ranked 245 out of 423 in - Balanced 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 3 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 balanced exposure to defensive assets, such as investment grade debt securities, and assets providing potential for growth, such as equities, and aim to have a median 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

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -6.4%

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).