Invesco Funds - Invesco Balanced-Risk Allocation 12% Fund C Accumulation GBP HedgedRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 6.1 | ||||
+/-Cat | - | 0.6 | ||||
+/-B’mrk | - | -0.9 | ||||
Morningstar Restructure Date: 08/08/2023 | ||||||
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
Effective 08/08/2023, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 27/09/2024 | GBP 10.00 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | LU1762222633 | |
Fund Size (Mil) 31/08/2024 | USD 262.27 | |
Share Class Size (Mil) 27/09/2024 | GBP 0.00 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/08/2023 | 1.32% |
Investment Objective: Invesco Funds - Invesco Balanced-Risk Allocation 12% Fund C Accumulation GBP Hedged |
The Fund aims to achieve a positive total return while targeting 12% average volatility 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 | ||
Chris Devine 28/02/2022 | ||
Click here to see others | ||
Inception Date 08/03/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% MSCI World 100% Hdg NR EUR , 30% Bloomberg Germany Govt Over 10 Y TR EUR , 35% 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 12% Fund C Accumulation GBP Hedged | 30/06/2024 |
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