Learning: Unstructured

Responsible investing is becoming an increasingly important consideration for investors. Forthcoming regulation also means that advice firms are going to be required to integrate ESG considerations and preferences into both portfolio management and how investment advice is given. With the growth in Responsible Investment there has been a level of inconsistency and subsequent confusion around some of the language and terminology that surrounds this part of the market. 
 

Listen as Clive Emery, Multi Asset Fund Manager, looked to dispel some of this confusion and provide clarity on some of the issues, as well as providing insight into our newly launched Invesco Summit Responsible Range.

Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

The Invesco Summit Responsible Range has the ability to use derivatives for investment purposes, which may result in the funds being leveraged and can result in large fluctuations in the value of the funds.

The funds' risk profiles may fall outside the ranges stated in the investment objectives and policies from time to time. There can be no guarantee that the funds will maintain the target level of risk, especially during periods of unusually high or low market volatility.

The funds may be exposed to counterparty risk should an entity with which the funds do business become insolvent resulting in financial loss.

The securities that the funds invest in may not always make interest and other payments nor is the solvency of the issuers guaranteed. Market conditions, such as a decrease in market liquidity for the securities in which the fund invests, may mean that the fund may not be able to sell those securities at their true value. These risks increase where the fund invests in high yield or lower credit quality bonds.

The funds invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise.

The use of ESG criteria may affect the product’s investment performance and therefore may perform differently compared to similar products that do not screen investment opportunities against ESG criteria.

Important Information
This video is for Professional Clients only and is not for consumer use.
 
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
 
For the most up to date information on our funds, please refer to the relevant fund and share class-specific Key Information Documents, the Supplementary Information Document, the Annual or Interim Reports and the Prospectus, which are available using the contact details shown.
 
Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.