Making responsible investing accessible

Making responsible investing accessible

Clive Emery, Multi Asset Fund Manager, introduces the Invesco Summit Responsible Range and explains how it makes responsible investing accessible to all, as well as discussing how the new Responsible Asset Allocation process sets these funds apart from the crowd. 

Attitudes are changing. Investors are increasingly looking to make a positive contribution to society and the environment through their personal finances, driving us towards a cleaner, heathier and more equitable future.


Q: What is the Invesco Summit Responsible Range?

A: It’s an affordable range of five, risk-targeted global multi-asset funds, which incorporate Environmental, Social and Governance (ESG) considerations into their portfolios.

Watch the first video below for a brief overview from Multi Asset Fund Manager, Clive Emery.


Q: What is Responsible Asset Allocation? 

A: Complementing the Strategic and Tactical Asset Allocation steps of a traditional multi asset investment process, we have pioneered Responsible Asset Allocation to ensure that non-financial considerations are given specific focus.

Watch the below video for further information on this new step and its four key components.


Find out more

For more information about the Invesco Summit Responsible Range, such as the key features, investment process, team and ESG credentials, please follow the below link or contact your usual sales representative.

Find out more

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.


    The Invesco Summit Responsible 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.


    As a result of COVID-19, markets have seen a noticeable increase in volatility as well as, in some cases, lower liquidity levels; this may continue and may increase these risks in the future.

Important information

  • 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 Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, which are available on our website.