Invesco Funds - Invesco Balanced-Risk Allocation Fund A Accumulation EURRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.2 | 1.9 | -12.7 | 0.7 | 1.2 | |
+/-Cat | 4.2 | -1.0 | -5.6 | -5.0 | -3.1 | |
+/-B’mrk | 2.1 | -2.7 | -5.4 | -7.7 | -4.4 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 21/11/2024 | EUR 17.47 | |
Day Change | 0.24% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | LU0432616737 | |
Fund Size (Mil) 31/10/2024 | USD 848.27 | |
Share Class Size (Mil) 21/11/2024 | EUR 222.64 | |
Max Initial Charge | - | |
Ongoing Charge 15/11/2024 | 1.63% |
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 A Accumulation EUR |
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 EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Funds - Invesco Balanced-Risk Allocation Fund A Accumulation EUR | 31/10/2024 |
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