Our multi asset investment teams combine diversification with robust risk management to target more consistent risk-adjusted returns.
View our multi asset capabilitiesThe value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
Our strong focus on risk management helps mitigate downside risks
As one of the world’s largest asset management firms, we have expertise across equity, fixed income, currency, commodity and alternative investment markets.
Our multi asset teams tap into Invesco’s network of 800+ investment professionals. They share knowledge with investment teams across the globe, gaining valuable insight into local markets. Team members bring decades of industry experience and manage over £64 billion on behalf of our clients.
With your objectives in mind, we have built a broad range of multi asset strategies, spanning risk parity, absolute return and fund of fund solutions.
Market sentiment continues to improve
Market sentiment continues to improve, and Europe shows early signs of a rebound. We remain overweight risk, via emerging and developed ex-US equities, cyclical factors, and risky credit.
Currency Conundrum
Discover how currency fluctuations can mean the return investors get from overseas investments can be different to local investors. Find out more.
| Please view the product information below in conjunction with the investment risks |
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Invesco Summit Responsible Range
Attitudes are changing. Investors are increasingly looking to make a positive contribution to society and the environment, driving us towards a cleaner, healthier and more equitable future. Explore our low-maintenance, low-cost investment solution.Invesco Summit Growth Range
Our Summit Growth Range provides an asset allocation and fund selection solution, constructing diversified portfolios from a universe of 800+ in-house products.Invesco Global Targeted Returns Fund (UK)
Stock market volatility, subdued global growth and low interest rates have created challenges for investors. Our unconstrained, ideas-based approach offers genuine diversification and provides the potential for positive long-term returns.Invesco Global Targeted Income Fund (UK)
Interest rates are low and markets uncertain. Investors are looking in new places in their search for income. Our diversified fund spreads risk across asset classes and ideas.
Let us know using this form and one of our specialist team will quickly get back to you.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
Onshore bond funds:
The securities that the Invesco Summit Responsible Range and the Invesco Summit Growth Range invest in may not always make interest and other payments, nor is the solvency of the issuers guaranteed. Market conditions, such as a decrease in market liquidity, may leave the funds unable to sell securities at their true value. These risks increase where the funds invest in high yield or lower credit quality bonds.
Emerging market risk:
The Invesco Summit Responsible Range and the Invesco Summit Growth Range invest in emerging and developing markets, where there is potential for a decrease in market liquidity. This may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement and custody problems could arise.
Although the Invesco Global Targeted Returns Fund (UK) and the Invesco Global Targeted Income Fund (UK) invest mainly in established markets, they can also invest in emerging and developing markets. Where this is the case, they are also exposed to the emerging market risks described above.
Derivative risk:
The Invesco Summit Responsible Range and the Invesco Summit Growth Range can use derivatives for investment purposes. This may result in the funds being leveraged and can result in large fluctuations in their value.
Counterparty risk:
The Invesco Summit Responsible Range and the Invesco Summit Growth Range may be exposed to counterparty risk, should an entity with which they do business become insolvent, resulting in financial loss.
ESG:
The use of ESG criteria may affect the Invesco Summit Responsible Range’s investment performance. As such, it may perform differently to similar products that do not screen investment opportunities against ESG criteria.
Risk target:
The Invesco Summit Responsible Range’s risk profile may fall outside the range stated in the investment objective and policy from time to time. There can be no guarantee that the funds will maintain the target level of risk, especially during periods of unusually high or low market volatility.
Interest rate changes:
The Global Targeted Returns Fund (UK)’s performance may be adversely affected by variations in interest rates.
Ongoing charge to capital:
As one of the key objectives of the Global Targeted Income Fund (UK) is to provide income, the ongoing charge is taken from capital rather than income. This can erode capital and reduce the potential for capital growth.
Invesco Global Targeted Returns Fund (UK) / Invesco Global Targeted Income Fund (UK) – additional product-specific risks:
The Invesco Global Targeted Returns Fund (UK) and the Invesco Global Targeted Income Fund (UK) make significant use of financial derivatives (complex instruments), which will result in the funds being leveraged. This may result in large fluctuations in the value of the funds. Leverage on certain types of transactions, including derivatives, may impair the funds’ liquidity, cause them to liquidate positions at unfavourable times, or otherwise cause the funds to fail to achieve their intended objectives. Leverage occurs when the economic exposure created by using derivatives is greater than the amount invested. This exposes the funds to a greater loss than the initial investment.
The funds may be exposed to counterparty risk, should an entity with which they do business become insolvent, resulting in financial loss. This counterparty risk is reduced by the manager through collateral management.
The securities in which the funds invest may not always make interest and other payments, nor is the solvency of the issuers guaranteed. Market conditions, such as a decrease in market liquidity, may leave the funds unable to sell those securities at their true value. These risks increase where the funds invest in high yield or lower credit quality bonds.
All information is provided as at 30 June 2021, sourced from Invesco unless otherwise stated.
Where individuals or the business have expressed opinions, they are based on current market conditions. They may differ from those of other investment professionals. They are subject to change without notice and are not to be construed as investment advice.
This material should not be considered financial advice. Persons interested in acquiring the products should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.
For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, which are available on our website.
