Invesco Funds - Invesco Balanced-Risk Allocation Fund C (GBP Hedged) Accumulation GBPRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.0 | 9.8 | -16.2 | 5.1 | 5.4 | |
+/-Cat | 2.4 | 1.1 | -6.3 | -0.9 | -0.2 | |
+/-B’mrk | 1.7 | 1.8 | -6.9 | -4.1 | -1.5 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 21/11/2024 | GBP 18.34 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | LU0432617032 | |
Fund Size (Mil) 31/10/2024 | USD 848.27 | |
Share Class Size (Mil) 21/11/2024 | GBP 3.63 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 28/06/2024 | 1.03% |
Morningstar Research |
Analyst Report | 11/12/2023 Matias Möttölä, Director Morningstar, Inc |
A thoughtful research process, run by industry veterans, has ensured that the investment approach of Invesco Balanced-Risk has been fortified over time. The fund’s cheapest share classes earn a Morningstar Analyst Rating of Silver, while other... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Invesco Funds - Invesco Balanced-Risk Allocation Fund C (GBP Hedged) Accumulation GBP |
The Fund aims to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices. The Fund seeks to achieve its objective via exposure to equities, debt and commodities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Ahnrud 28/02/2022 | ||
Scott Wolle 01/09/2009 | ||
Click here to see others | ||
Inception Date 01/09/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
25% MSCI World 100% Hdg NR EUR , 50% Bloomberg Germany Govt Over 10 Y TR EUR , 25% S&P GSCI TR Hedged EUR | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Funds - Invesco Balanced-Risk Allocation Fund C (GBP Hedged) Accumulation GBP | 31/10/2024 |
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