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Invesco Summit Responsible 4 Class Z - Accumulation (GBP)

Sell:254.03p Buy:254.03p Change: 0.12p (0.05%)
Prices as at 8 November 2024
Sell:254.03p
Buy:254.03p
Change: 0.12p (0.05%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 8 November 2024
Sell:254.03p
Buy:254.03p
Change: 0.12p (0.05%)
Prices as at 8 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

08/11/19 to 08/11/20 08/11/20 to 08/11/21 08/11/21 to 08/11/22 08/11/22 to 08/11/23 08/11/23 to 08/11/24
Annual return n/a n/a -9.77% 6.38% 16.55%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Alessio de Longis
Manager start date: 30 September 2024
Manager located in: TBC

TBC

Manager Name: Jeffrey Bennett
Manager start date: 30 September 2024
Manager located in: TBC

TBC

Manager Name: David Aujla
Manager start date: 14 January 2021
Manager located in: TBC

TBC

manager photo
Manager Name: Georgina Taylor
Manager start date: 30 September 2023
Manager located in: TBC

Georgina is a Fund Manager within the Henley Investment Centre's Multi Asset team. Georgina joined our company in June 2013 as a Product Director and then went on to become Research Director in 2016. Georgina commenced her career with HSBC in 2001 as an Equity Strategist. She went on to join the Equity Strategy team at Goldman Sachs in 2004 where she wrote global equity and asset allocation research. Georgina gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and multi asset funds. Before joining Invesco Georgina was head of Equity Strategy, EMEA, at State Street Global Markets, producing and presenting on asset allocation and equity research. Georgina holds a BSc (Hons) in Economics from the University of Bath.

Manager Name: Invesco Investment Solutions Team
Manager start date: 28 April 2023
Manager located in: TBC

TBC

Manager Name: Invesco ESG Team
Manager start date: 28 April 2023
Manager located in: tbc

tbc

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account