Invesco UK Opportunities Fund (UK) (Inc)Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.4 | 26.1 | 9.6 | 6.6 | 6.4 |
![]() | +/-Cat | 0.7 | 8.1 | 11.6 | -1.6 | -0.7 |
![]() | +/-B’mrk | - | - | - | -1.0 | -0.9 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 15/07/2024 | GBX 544.11 | |
Day Change | -0.44% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0033053710 | |
Fund Size (Mil) 30/06/2024 | GBP 1412.19 | |
Share Class Size (Mil) 30/06/2024 | GBP 38.04 | |
Max Initial Charge | - | |
Ongoing Charge 20/02/2024 | 1.61% |
Investment Objective: Invesco UK Opportunities Fund (UK) (Inc) |
The Fund aims to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. The Fund typically holds a concentrated portfolio of 35-45 stocks. In pursuing the Fund’s investment objective, the fund manager may consider it appropriate to also invest in other transferable securities (including non UK companies), money-market instruments, collective investment schemes (including funds managed by the Invesco group), deposits and cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Martin Walker 01/06/2008 | ||
Bethany Shard 31/03/2023 | ||
Inception Date 11/03/1993 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA UK All Companies Sector | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco UK Opportunities Fund (UK) (Inc) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.64 |
![]() | ![]() | 6.52 |
![]() | ![]() | 5.12 |
![]() | ![]() | 3.70 |
![]() | ![]() | 3.32 |
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Invesco UK Opportunities Fund (UK) (Inc) |