Understanding Portfolio Management
An adviser’s guide to asset allocation in an era of new normal. Complete our online training for structured CPD.
Multi Asset Adviser Solutions
Turn our expertise into your edge
We know that life as an adviser can be a fine balancing act. Keeping up with the regulatory landscape and ensuring you’re making the right decisions takes up time.
More and more, advisers are turning to multi asset adviser solutions to manage client portfolios. In fact, in a recent study we found that 65% use some form of investment solution (as at 14 December 2021) – from DFMs to multi asset fund of funds.
Explore our solutions
Invesco is well-known for providing a wide range of investment capabilities, supporting a variety of financial objectives that can contribute towards a diversified client portfolio. We also provide comprehensive holistic investment solutions to meet the needs of your clients.
Invesco Investment Solutions drive all of our advisory solutions. They’re a team of asset allocators with broad experience in building portfolios to meet differing client needs. And leaning on the vast capabilities of Invesco’s 13 global investment centres, representing 500+ active funds and 300+ ETPs, they have unrestricted access the underlying resources required to deliver.
70 + Investment professionals
20 Years of average investment experience
£70bn+ Assets under management
Explore our range of model portfolio and multi-asset solutions below, all rated by major risk agencies and available on leading platforms:
Why use investment solutions?
To save time
Investor needs are getting more sophisticated, product ranges are expanding and regulation is becoming more complex. Building custom portfolios is tougher and more time-consuming than ever.
To work in partnership
By combining strengths, you can ensure a high-quality of service and leverage the expertise of investment managers that are dedicated to portfolio management.
To focus on what matters
The time saved means you can focus on the greater priorities, including the all-important client relationship itself.
Footnotes
-
1 OC = Ongoing Charge which is a fixed rate and covers the majority of the operating costs of the funds incurred over a year including, but not limited to, fees paid for investment management and administration, custodian fees, depositary fees and audit and legal fees. The Ongoing Charge excludes Indirect Ongoing Costs, Other Ancillary Costs and Portfolio Transaction Costs. For a full breakdown of charges that apply to each share class of our funds, please refer to our Costs & Charges document.
2 Your clients pay the charges of the underlying funds, the relevant platform charge and your advice fee. Your firm pays a maximum flat fee of £70 + VAT per month.
3 Invesco Summit Responsible funds aim to invest 100% of their assets (excluding cash) in investments meeting certain ESG criteria. Further information can be found in the Prospectus and in the fund and share class specific Key Information Documents.
Investment risks
-
The 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.
Invesco Summit Growth Range
The range has the ability to use derivatives for investment purposes, which may result in the funds being leveraged and can result in large fluctuation in the value of the funds.
The funds may be exposed to counterparty risk should an entity with which the fund does business become insolvent resulting in financial loss.
The securities that the funds 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 for the securities in which the fund invests, may mean that the fund may not be able to sell those securities at their true value. These risks increase where the fund invests in high yield or lower credit quality bonds.
The funds invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which 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.
Invesco Summit Responsible Range
The range has the ability to use derivatives for investment purposes, which may result in the funds being leveraged and can result in large fluctuations in the value of the funds.
The funds' risk profiles may fall outside the ranges stated in the investment objectives and policies 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.
The funds may be exposed to counterparty risk should an entity with which the funds do business become insolvent resulting in financial loss.
The securities that the funds 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 for the securities in which the fund invests, may mean that the fund may not be able to sell those securities at their true value. These risks increase where the fund invests in high yield or lower credit quality bonds.
The funds invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which 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.
The use of ESG criteria may affect the product’s investment performance and therefore may perform differently compared to similar products that do not screen investment opportunities against ESG criteria.
Important information
-
All information as at 30 June 2022 and sourced by 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 and are subject to change without notice.
For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Investor Information Documents/Key Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, which are available on this website.
