Multi-asset Funds

Discover Invesco’s range of risk-targeted fund-of-funds, actively investing for growth, income or responsible investing outcomes.

Access more on Basecamp
Aerial view of city

Simplify advice. Amplify your value.

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.

  • Simple and risk aligned: Funds are managed around pre-defined risk targets, making it easy to match your client’s risk profile without building bespoke portfolios.
  • Convenient and efficient: We handle asset allocation, fund selection, and ongoing management and you get access to client-friendly marketing materials and reporting tools.
  • Globally diversified: Each fund carefully blends active, passive, and factor-based strategies across major asset classes, offering exposure to diverse sources of returns.

Multi-asset offerings

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
Download consumer brochure Opens in a new tab

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
Download consumer brochure Opens in a new tab

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
Download consumer brochure Opens in a new tab

  • For illustrative purposes only. The asset allocations are indicative and due to the timing of an investment, or availability of investments across different platforms, may not fully reflect the constituents of the actual funds. Risk targets are relative to the MSCI AC World Index. The fund risk profiles may fall outside the range stated from time to time, especially during periods of unusually high or low market volatility.

Get more fund information on Basecamp

Sign up for free access to our multi-asset adviser portal, Basecamp, which lets you dig into the data and download supporting materials such as regular commentary and client literature on our model portfolios.

Access more on Basecamp

Transcript

Frequently asked questions

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.

Latest insights

  • Markets and Economy
    scrrenshot%20of%20David%20Aujla%20talking%20in%20the%20video
    Markets and Economy

    Inside the markets | Helping you guide clients

    By David Aujla

    Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.

    6 February 2026
  • Investment Outlook
    Business%20people%20shaking%20hands%20in%20the%20office.%20Business%20persons%20handshaking%20during%20a%20meeting%20in%20modern%20office.
    Investment Outlook

    Multi-Asset: Positioning portfolios with selective risk

    By David Aujla

    We see an overall constructive market backdrop with easing inflation and softer growth in the medium term, amid policy shifts and global uncertainties.

    2 December 2025
  • Multi Asset
    Nighttime%20aerial%20view%20of%20a%20multi-level%20highway%20with%20colorful%20light%20trails%20and%20city%20lights.
    Multi Asset

    The big headlines | Quarter 3 2025

    By Ben Gutteridge

    In this regular piece, Ben Gutteridge recaps the key headlines from the previous quarter and highlight any short-term impact they’ve had on investment performance.

    20 October 2025
  • Solutions
    The%204-Life%20framework:%20Building%20blocks%20for%20creating%20a%20personalised%20retirement%20plan
    Solutions

    The 4-Life framework: Building blocks for creating a personalised retirement plan

    By Georgina Taylor, Kate Dwyer

    The 4-Life framework helps put in place a robust retirement plan that explicitly addresses the risks people are increasingly facing as they seek to take control of their retirement path. Find out more.

    2 May 2025
  • Multi Asset
    Spotlight%20on%20Demographics:%20A%20growing%20challenge%20for%20retirement%20planning
    Multi Asset

    Spotlight on Demographics: A growing challenge for retirement planning

    By Benjamin Jones

    Explore how an ageing population can drive global inflation, impact policies, and necessitate new retirement planning strategies. Learn more.

    6 September 2024

Discover more from Invesco

success failure

Contact us

If you have any questions, don’t hesitate to get in touch with our sales team using the below details, or reach out to your usual Invesco representative.

Email: salesadmin@invesco.com
Tel: 01491 417600

Contact us

Your contact information.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

  • 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 use of ESG criteria may affect the Fund’s investment performance and therefore may perform differently compared to similar products that do not screen investment opportunities against ESG criteria. The issuers of the debt securities to which the product is exposed may not always make interest and other payments due to financial difficulties or insolvency. The value of the debt securities may fall due to poor market conditions, such as a decrease in market liquidity, and/or variations in interest rates. These risks increase where the product invests in high yield, or lower credit quality, bonds.

    The product may be exposed to securities of emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise which could result in losses.

    The product's use of financial derivatives may result in the product being leveraged, that is, the economic exposure created by using a derivative may be greater than the amount invested. The product, therefore, has the potential to lose more than it paid. If a counterparty becomes insolvent this will also result in a loss. The use of certain derivatives may also impair the product’s liquidity which may mean the product has to close positions at an unfavourable price.

     

    Important information

    All information is provided as at 31 December 2025, sourced from Invesco unless otherwise stated.

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.

    Views and opinions are based on current market conditions and are subject to change.

    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 financial reports and the Prospectus, which are available using the contact details shown.