Invesco UK Focus UK Z Acc

Fund

Fund Info

  • Yield History2.96%
  • 3 Year sharpe0.59
  • 3 Year alpha-1.59
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • SectorUK All Companies
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00B8N46Q27

Investment Strategy

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 30-40 stocks.