Invesco Multi-Asset Funds offer a comprehensive, actively managed, and risk-targeted suite of investment solutions that are aligned with your client’s goals of income, growth or retirement. This means you can provide investment strategies without making asset allocation decisions yourself. With a low annual charge, the range offers an affordable way to access professional investment management.
Funds are managed around pre-defined risk targets, making it easy to match your client’s risk profile without building bespoke portfolios.
We handle asset allocation, fund selection, and ongoing management and you get access to client-friendly marketing materials and reporting tools.
Each fund carefully blends active, passive, and factor-based strategies across major asset classes, offering exposure to diverse sources of returns.
Range of five risk-targeted fund-of-funds, actively invested for growth.
| Fund name | Risk target | Equities | Bonds | Alternatives | Download |
|---|---|---|---|---|---|
| Invesco Summit Growth 1 Fund (UK) | 15 - 45% | 15% | 83% | 2% | Factsheet |
| Invesco Summit Growth 2 Fund (UK) | 30 - 60% | 30% | 64% | 6% | Factsheet |
| Invesco Summit Growth 3 Fund (UK) | 45 - 75% | 45% | 49% | 6% | Factsheet |
| Invesco Summit Growth 4 Fund (UK) | 60 - 90% | 60% | 34% | 6% | Factsheet |
| Invesco Summit Growth 5 Fund (UK) | 75 - 105% | 80% | 14% | 6% | Factsheet |
Range of five risk-targeted fund-of-funds incorporating ESG considerations.
| Fund name | Risk target | Equities | Bonds | Download |
|---|---|---|---|---|
| Invesco Summit Responsible 1 Fund (UK) | 15 - 45% | 15% | 83% | Factsheet |
| Invesco Summit Responsible 2 Fund (UK) | 30 - 60% | 30% | 64% | Factsheet |
| Invesco Summit Responsible 3 Fund (UK) | 45 - 75% | 45% | 49% | Factsheet |
| Invesco Summit Responsible 4 Fund (UK) | 60 - 90% | 65% | 35% | Factsheet |
| Invesco Summit Responsible 5 Fund (UK) | 75 - 105% | 80% | 14% | Factsheet |
Actively managed multi-asset income fund aiming to provide investors with a consistent, regular source of income.
| Fund name | Risk target | Equities | Bonds + Cash | Download |
|---|---|---|---|---|
| Invesco Summit Income Fund (UK) | 15 - 45% | <40% | >60% | Factsheet |
Multi-asset funds provide exposure to a diverse mix of asset classes – including stocks, bonds, cash, and alternatives – in a single investment portfolio. Managers often target specific outcomes or goals such as a particular level of return, growth, income, or more diversification.
A fund-of-funds (FoF) is an investment strategy that invests in a portfolio of other investment funds rather than directly in individual securities. This approach provides diversification, professional management, and access to various asset classes.
Financial advisers use funds-of-funds (FoFs) to achieve broad diversification and access to multiple asset classes through a single investment. By combining the expertise of multiple managers, FoFs can enhance returns, reduce risk, and simplify portfolio management for you and your clients.
The portfolio is regularly monitored and rebalanced to ensure it stays aligned with its target risk profile, even as markets fluctuate.
You can find more information on Basecamp which is our online adviser portal which enables you to explore Invesco’s Multi-Asset & MPS capabilities, access due diligence documents, client facing support and market insights. Designed to help firms work smarter, save time, and deliver confident investment solutions.
