FUND-OF-FUNDS

Invesco Summit Responsible Range

A range of five risk-targeted fund-of-funds incorporating ESG considerations.

Investing with responsibility in mind

The Invesco Summit Responsible Range is an actively managed range of five fund-of-funds combining an ESG-tilted approach with affordable ongoing charges starting from 0.25%1 and availability on all major platforms. You simply select the fund that best suits your client, and we’ll do the rest, as well as providing you with all the necessary support to ensure a seamless investment experience.

 
  • Responsible: Aiming to invest 100% of assets in investments which meet certain ESG criteria.2 This process allows the range to deliver an improvement in the ESG score when compared to typical non-ESG portfolios.3
  • Market-like experience: Invested globally across equity and fixed income asset classes, providing a market-like experience with low tracking error due to limited styles or sector skews. 
  • Risk targeted: Catering for a range of risk/return profiles and rated by leading risk profilers Defaqto, Dynamic Planner, EV, FinaMetrica and Synaptic.
  • Invesco%20Summit%20Income

    “For over 25 years, we’ve been dedicated to managing multi-asset investments for our UK clients. The risk-targeted Summit Responsible Range is a continuation of that legacy. The Invesco Asset Allocation team – part of Invesco Solutions, a team of 165+ investment professionals managing over £135bn – work to deliver this compelling proposition, presenting a robust and ESG-tilted investment approach that aims to meet the evolving needs of our clients.”

    David Aujla, Lead Portfolio Manager, Asset Allocation team

Explore the range

Each of our five funds is a carefully balanced portfolio invested across equity and fixed income asset classes to meet the different risk targets, ranging from 15% to 105% of global equity volatility. 

Fund name Risk target Equities Bonds
Invesco Summit Responsible 1 Fund (UK) 15 - 45% 15% 85%
Invesco Summit Responsible 2 Fund (UK) 30 - 60% 30% 70%
Invesco Summit Responsible 3 Fund (UK) 45 - 75% 45% 55%
Invesco Summit Responsible 4 Fund (UK) 60 - 90% 65% 35%
Invesco Summit Responsible 5 Fund (UK) 75 - 105% 80% 20%

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 information on Basecamp

Sign up for free access to our online portal, Basecamp, which lets you dig into the data and download supporting materials such as regular commentary and client literature.

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Additional resources

PDF
Invesco Summit Responsible Range consumer brochure

Download brochure

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PDF
Invesco Summit Responsible Range due diligence report

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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

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  • Footnotes

    1 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.

    2 ESG = environmental, social and governance. The funds intend to invest 100% of their assets (excluding cash and cash equivalents) in investments meeting certain ESG criteria. The funds invest at least 80% of their assets in Underlying Funds that meet this ESG criteria (“Underlying ESG Funds”), or, in the case of developed market government bond exposures, Underlying Funds comprised of bonds issued by developed market governments that meet certain ESG criteria. The Underlying ESG Funds typically aim to track indices and follow all or some of the following methodology:

    • Negative ESG screening by which certain sectors may be excluded, including but not limited to weapons, oil sands, tobacco or companies that have not been assessed on the basis of their ESG credentials.
    • Positive ESG screening or tilting increasing overall exposure to those companies demonstrating a robust ESG profile and/or a positive trend in improving that profile.

    Further information can be found in the Prospectus and Key Information Document.

    3 ESG score is the average weighted value of all ESG criteria, calculated by MSCI. We compare the range to the following non-ESG equity and fixed income indices with comparable weights: MSCI AC World Index GBP (Net Total Return) and BBG Barclays Aggregate Bloomberg Barclays Global Aggregate Index GBP Hedged (Total Return).

     

    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 product'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 as at 31 December 2024 and sourced by Invesco, unless otherwise stated.

    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.

    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.

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