Multi asset made simple

For Professional Clients only and not for consumer use

Match your client to their ideal risk-managed portfolio

The Invesco Summit Growth Range offers five multi asset funds, each with its own pre-defined risk target, so you can easily match your client's appetite for risk to a suitable investment.

Using a simple three-step investment process, we take care of fund selection, strategic asset allocation and tactical asset allocation in house.

All you need to do is match your client’s risk profile to their ideal fund.

Summit. Multi asset made simple.

Summit Growth 1

Summit Growth 2

Summit Growth 3

Summit Growth 4

Summit Growth 5

Risk target 90%
Risk target 90%
Risk target 75%
Risk target 75%
Risk target 60%
Risk target 60%
Risk target 45%
Risk target 45%
Risk target 30%
Risk target 30%

Expected returns

Risk target

Risk targets are relative to the MSCI AC World Index.
There is no guarantee that these risk targets will be met.

Instant client reports

With the Invesco Summit Growth Range, due diligence is made easy. Use our convenient Summit reporting tool to produce bespoke, branded client reports complete with recent market commentary, in just a few clicks.

Our PDF reports allow you to efficiently inform your clients of their investments in the Invesco Summit Growth Range, including clear visual breakdowns of asset class, investment type and sector.

Risk rated

Each of the five funds in the Summit Growth Range has been independently assessed and risk profiled by professional ratings agencies to ensure that you are meeting suitability criteria and selecting a fund that matches your client's appetite for risk.

Risk rated logos

Fully risk managed

Managed by an expert team and backed up by robust risk management, Summit employs a distinct four-step investment process to ensure each fund is on target to meet its objectives.

Cost effective

With fees starting from just 60 basis points and the full range available on most major platforms, Summit offers a cost-effective, all-in-one multi asset solution.

Talking to your clients about… Risk, Compounding and Diversification

Everyone has a different level of knowledge when it comes to investing. Regardless of your level, it’s nice to be reassured of the basics.

Whether your client is at the beginning of their investment journey or well into it, our series of guides presents the following tenets of investing in a simple, relatable format:

  • Risk
  • Compounding
  • Diversification

Designed for advisers to pass on to their clients, each theme features an educational guide that explains the fundamentals of these investment topics.

You can download our three-part article series now, using the form on the right.

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Data protection
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. You can find our privacy notices (including our online privacy notice and cookies policy) on our website.

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. Past performance is not a guide to future returns.

The Invesco Summit Growth funds have the ability to use derivatives for investment purposes, which may result in the funds being leveraged and can result in large fluctuation in the value of the funds.

The funds may be exposed to counterparty risk should an entity with which the funds do business become insolvent resulting in financial loss.

Fixed income securities may not always make interest and other payments nor is the solvency of the issuers guaranteed. Market conditions, such as a decrease in market liquidity, may mean that the fund may not be able to sell those securities at their true value. These risks increase where the fund invests in high yield or lower credit quality bonds and where we use derivatives.

The funds invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise.

Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

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 Annual or Interim Short Reports1 and the Prospectus, which are available using the contact details shown.

1 As the Invesco Summit Growth Range launched on 19 July 2018, the first reports will be issued on or before the following dates: interim to 31 January 2019, Annual to 31 July 2019

Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, United Kingdom. Authorised and regulated by the Financial Conduct Authority.

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