
Invesco Summit Responsible Range
Making responsible investing accessible

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, healthier and more equitable future.
Responsible investments, which incorporate environmental, social and governance (ESG) considerations into the investment approach, aim to help investors do just that.
Key features
The Invesco Summit Responsible Range is a range of five risk targeted funds which are a low-maintenance, low-cost investment solution aiming to make responsible investing easily accessible for all investors.
The range
The Invesco Summit Responsible Range is made up of five risk-targeted multi asset funds that intend to invest 100% of their assets in investments meeting certain ESG criteria*, as well as aiming to grow the amount invested over the long term.
Each fund is managed to a different volatility target in order to help you find the one that’s right for your risk and return appetite.
As the funds are made up of exchange-traded funds (ETFs), offering simple and affordable exposure to financial markets, they are also affordable, with an Ongoing Charge* of 0.25% or 0.50% depending on the share class. See our Costs and Charges document for details of all fund charges.

For illustrative purposes only. Risk targets are relative to the MSCI AC World index. There is no guarantee that these risk targets will be met. OC = Ongong Charge. The Ongoing Charge 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 ICVC Costs & Charges document.

100% ESG objective*
15-105 % of global equity volatility
0.25% Ongoing Charge (Z share class, platform)¹
What is ESG?
ESG stands for environmental, social and governance, which are three key categories of considerations often used to help determine how responsible an individual investment is.
- Environmental criteria relate to how well a company or country contribute to the preservation of the natural world – includes issues like climate change, waste, pollution and consumption of natural resources.
- Social criteria measure a company or country’s relationship with customers, employees, suppliers and local communities – includes issues like human rights, data protection, customer satisfaction and diversity.
- Governance criteria focuses on how well aligned a country or company is to the needs of their stakeholders – includes issues like whistle-blower schemes, corruption, lobbying, board composition and compensation
To learn more about responsible investing and for extra support, please explore our additional materials below:
Our ESG credentials
We understand that ESG will only continue to grow in importance, and so being able to clearly evaluate the measures that determine it is an essential part of assessing alignment and progress.
Compared to broad-based, non-ESG equity and fixed income indices2, as at 31 December 2023 the Summit Responsible Range provided a 6.3% higher ESG quality score: the average weighted value of all ESG criteria.
All data as at 13 March 2024.
How we invest
The Invesco Multi-Asset Strategies team uses a simple, three-step investment process when managing the Summit Responsible Range.
1. Responsible Asset Allocation
Selecting the underlying investments to ensure that they provide an overall improvement in the ESG quality score of the funds, as well as adequate exposure to global financial markets.
2. Strategic Asset Allocation
3. Tactical Asset Allocation
The team
The Invesco Summit Responsible Range is managed by David Aujla and Georgina Taylor, with the input from the global ESG team.
David and Georgina are part of the wider Multi-Asset Strategies (MAS) team, which is made up of over 170 investment professionals. Their skills combine to cover every aspect of multi asset investing, and they are responsible for managing just over £110bn in multi asset portfolios.
Georgina Taylor, Head of Multi Asset StrategiesResponsible investing is becoming more and more relevant to our clients. We have pioneered Responsible Asset Allocation as a separate step to a traditional Multi Asset investing process, bringing ESG to the front and centre of our focus. With this development, and by bringing the broad expertise of Invesco together, we are pleased to present a robust and responsible investment solution to meet those client needs.
ESG insights

Our research on client perceptions of ESG investing
Invesco recently surveyed 161 financial advisers and 201 advised investors to get their views on ESG and found a considerable and widespread appetite for these strategies.

Understanding ESG
Responsible investing has become an increasingly significant consideration for investors in recent years, but it’s still the cause of much confusion. Complete our training to support your understanding and earn structured CPD.