Invesco UK Opportunities Z Acc
- Citicode
- GUYG
- Launch Date
- 12-11-2012
- Fund Size
- £1,637,436,220
- Yield
- 2.60%
- Ongoing Charge
- 0.86%
- Fund Managers
- Bethany Shard
Martin Walker
Fund Objective
The objective of the Fund is to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares of companies incorporated, domiciled or carrying out the main part of their economic activity in the UK. The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach based on stock selection driven by the fund manager’s assessment of valuation. The Fund is not constrained by a benchmark and has a flexible approach with no inbuilt bias to sector or company size, investing in what the fund manager believes are the best opportunities, in a typically concentrated portfolio of 35-45 stocks.
Top 10 Holdings
Asset Class
Fund Manager
Bethany Shard
Start Date
31-03-2023
Bio
Beth joined the Henley-based UK Equities team in February 2020 as an Analyst, before taking on fund management responsibilities in March 2023. Beth is Deputy Fund Manager of the Invesco UK Opportunities Fund (UK) and the Invesco UK Equity Fund (Lux), working alongside Martin Walker the Fund Manager and Head of UK Equities. Beth joined Invesco’s Finance & Corporate Strategy function in January 2019. Previously she spent over 4 years at Ernst & Young, initially within Corporate Audit before moving into Transaction Advisory Services where she performed financial due diligence on deals in the TMT sector. Beth is a qualified Chartered Accountant, holds the Investment Management Certificate from the CFA Society of the UK and graduated with a BSc in Natural Sciences from Durham University.
Fund Manager
Martin Walker
Start Date
01-06-2008
Bio
Martin is Head of the Henley-based UK Equities team and manages the Invesco UK Opportunities Fund (UK) and the Invesco UK Equity Fund (Lux). Martin began his investment career in 1997 after previous experience as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a junior fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. He has managed the Invesco UK Opportunities Fund (UK) since 2008 and was appointed Head of the UK Equities Team in May 2020. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma
Data source:
All financial data is supplied by FE
Disclaimer:
Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.