Invesco UK Focus UK Z Inc

Fund
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Fund Info

  • Yield History3.01%
  • 3 Year sharpe0.39
  • 3 Year alpha-1.58
  • Distribution Typeincome
  • BenchmarkIA UK All Companies Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • SectorUK All Companies
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00B8N46R34

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.

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