Article

Introducing the Invesco and Zopa Bank partnership

20 November 2025
Invesco
Person standing outdoors with arms crossed, wearing a long-sleeved top, in front of a modern glass building reflecting warm golden tones.

A partnership built for modern investors 

We are proud to announce our partnership with Zopa Bank, a digital bank that has attracted £6 billion in customer deposits1. The proposition is designed to make our professionally managed Invesco Summit Responsible Range more accessible to digitally savvy individual investors.

With this partnership, Zopa customers can invest in the Invesco Summit Responsible 3 Fund (UK), which will be known as ‘Balanced’ and Invesco Summit Responsible 5 Fund (UK), known as ‘Bold’ on the Zopa app. These funds are actively managed by our multi-asset team here at Invesco. These globally diversified funds spread investments across thousands of investments worldwide, reducing dependence on any single market or company for performance. 

Why we’re partnering with Zopa

This partnership reflects our ongoing commitment to innovation and our work in the digital platforms space. Zopa is an exciting growth prospect for Invesco,  trusted by over 1.5 million customers2. Designed for the nation’s new generation of first-time investors, the British digital bank is committed to combining cutting-edge technology with deep financial expertise. To build an investing experience that demystifies the myths around investing, giving customers a range of ways to build for their future.

At Invesco, we are placing ourselves in front of consumers and building on our mission to make investing effortless for new generations of digital first investors.

Shaping the future of digital investments 

At Invesco, we’re committed to building strong collaborations that deliver value for our partners and  valuable outcomes for investors, reflecting on our long-term dedication to shared success. 

Kate Dwyer, Head of UK and Northern Europe Distribution, said “We’re thrilled to partner with Zopa, a collaboration that underscores Invesco’s commitment to delivering innovative investment solutions. This partnership is about making investing simple and accessible for everyone! Our summit responsible range was designed to take the complexity out of building a diversified portfolio offering global exposure to stocks and bonds through low-cost ETFs, managed by our experienced multi-asset team”

Together we’re shaping a simpler smarter way to invest.

  • 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. 

  • All information as at 30 September 2025 and sourced by Invesco, unless otherwise stated.

    The Fund does not have a UK sustainability investment label because it does not meet the criteria set by the FCA’s Sustainability Disclosure Requirements. These labels are designed to help investors identify products with specific sustainability goals.

    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. Current tax levels and reliefs may change. Depending on individual circumstances, this may affect investment returns.

    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 on our website.

    If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.

    EMEA4993285