Invesco UK Opportunities Fund (UK) Z (Acc)Register to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -13.4 | 17.1 | -7.7 | 27.0 | 8.8 |
![]() | +/-Cat | -3.5 | -2.2 | 1.4 | 9.1 | 9.8 |
![]() | +/-B’mrk | -3.9 | -2.1 | 2.1 | 8.7 | 8.0 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 17/05/2022 | GBX 499.36 | |
Day Change | 1.49% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B8N46S41 | |
Fund Size (Mil) 30/04/2022 | GBP 1035.80 | |
Share Class Size (Mil) 30/04/2022 | GBP 111.40 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/12/2021 | 0.91% |
Investment Objective: Invesco UK Opportunities Fund (UK) Z (Acc) |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Martin Walker 01/06/2008 | ||
Inception Date 12/11/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA UK All Companies Sector | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco UK Opportunities Fund (UK) Z (Acc) | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.87 |
![]() | ![]() | 7.59 |
![]() | ![]() | 5.34 |
![]() | ![]() | 4.62 |
![]() | ![]() | 3.94 |
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Invesco UK Opportunities Fund (UK) Z (Acc) |