Invesco Funds - Invesco Balanced-Risk Allocation 12% Z (USD Hedged) Accumulation USDRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 3.4 | |
+/-Cat | - | - | - | - | -0.8 | |
+/-B’mrk | - | - | - | - | -2.3 | |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 27/09/2024 | USD 11.26 | |
Day Change | -0.07% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | LU2625058123 | |
Fund Size (Mil) 31/08/2024 | USD 262.27 | |
Share Class Size (Mil) 27/09/2024 | USD 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/08/2023 | 1.07% |
Investment Objective: Invesco Funds - Invesco Balanced-Risk Allocation 12% Z (USD Hedged) Accumulation USD |
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 30/08/2023 |
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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 EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Funds - Invesco Balanced-Risk Allocation 12% Z (USD Hedged) Accumulation USD | 30/06/2024 |
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