Invesco Summit Growth 5 (UK) NT Acc

Ranked 203 out of 267 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 fund aims to grow the amount invested over the long term. It will typically have a high exposure to assets that provide potential for capital growth, such as equities, and aim to have the highest level of volatility relative to global equities.The fund invests primarily in collective investment schemes and other types of products from Invesco. It is actively managed within its objectives and is not constrained by a benchmark. The reference to (UK) in the Fund name only relates to the Funds domicile and is unrelated to the Funds objectives and investment policy.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.6%
2018 -9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

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

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).