Invesco Managed Growth Fund (UK) (No Trail) (inc)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.3 | 14.4 | -5.5 | 11.4 | 7.1 |
![]() | +/-Cat | -7.2 | 0.9 | 4.3 | 2.0 | -0.6 |
![]() | +/-B’mrk | -6.3 | -1.9 | 0.4 | -1.0 | -3.2 |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 293.61 | |
Day Change | 0.81% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B3RSB605 | |
Fund Size (Mil) 31/07/2024 | GBP 608.92 | |
Share Class Size (Mil) 31/07/2024 | GBP 1.71 | |
Max Initial Charge | 1.27% | |
Ongoing Charge 20/02/2024 | 1.27% |
Investment Objective: Invesco Managed Growth Fund (UK) (No Trail) (inc) |
The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in collective investment schemes (including funds managed by the Invesco group) which invest in a broad range of assets including shares or other equity related securities and corporate and government debt securities (including investment grade, non-investment grade and unrated). In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including shares of companies), money-market instruments, other collective investment schemes (including funds managed by the Invesco group), deposits and cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Georgina Taylor 30/09/2023 | ||
David Aujla 01/01/2020 | ||
Inception Date 12/06/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Flexible Investment Sector | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Managed Growth Fund (UK) (No Trail) (inc) | 31/07/2024 |
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