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Invesco UK Opportunities Class Z - Income (GBP)

Sell:444.24p Buy:444.24p Change: 4.14p (0.92%)
Prices as at 8 October 2024
Sell:444.24p
Buy:444.24p
Change: 4.14p (0.92%)
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 October 2024
Sell:444.24p
Buy:444.24p
Change: 4.14p (0.92%)
Prices as at 8 October 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 »

View our full research note on the Invesco Perpetual UK Growth Fund »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

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

07/10/19 to 07/10/20 07/10/20 to 07/10/21 07/10/21 to 07/10/22 07/10/22 to 07/10/23 07/10/23 to 07/10/24
Annual return -13.66% 41.68% 4.49% 14.31% 19.02%

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 photo
Manager Name: Bethany Shard
Manager start date: 31 March 2023
Manager located in: TBC

Beth joined the Henley-based UK Equities team in February 2020 as an Analyst, having joined Invesco's Finance & Corporate Strategy function in January 2019. Previously she spent over 4 years at Ernst & Young, initially within Corporate Audit before moving into Transaction Advisory Services where she performed financial due diligence on deals in the TMT sector. Beth is a qualified Chartered Accountant, holds the Investment Management Certificate from the CFA Society of the UK and graduated with a Bsc in Natural Sciences from Durham University.

manager photo
Manager Name: Martin Walker
Manager start date: 10 June 2008
Manager located in: Henley

Martin joined the company in 1999 as a trainee fund manager in the UK Equities team. Martin began his investment career in 1997 joining BWD Rensburg. On joining Invesco, he initially assisted Neil Woodford a part of the team managing UK equity funds. Since then Martin's role has developed as he gained more experience, first as a trainee fund manager, and then becoming a fully fledged fund manager. Although Martin came to Invesco with previous experience as an investment analyst, he has very much come through the ranks of the Henley- based UK Equities team, absorbing its methodology and approach over the course of the last ten years. He holds a BA, Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.

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