Invesco Balanced-Risk Allc A USDH Acc |
Performance History | 31/08/2024 |
Growth of 1,000 (EUR) |
Fund | -1.0 | 17.8 | -9.7 | 2.1 | 5.7 | |
+/-Cat | 0.6 | 1.7 | -2.0 | -4.7 | -1.5 | |
+/-Idx | - | 2.1 | -1.9 | -7.9 | -3.1 | |
Category: USD Flexible Allocation | ||||||
Benchmarks: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 27/09/2024 | USD 28.73 | |
Day Change | -0.08% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | LU0482498762 | |
Fund Size (Mil) 31/08/2024 | USD 911.49 | |
Share Class Size (Mil) 27/09/2024 | USD 34.50 | |
Max Initial Charge | - | |
Ongoing Charge 23/04/2024 | 1.65% |
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 |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Invesco Balanced-Risk Allc A USDH Acc |
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 28/04/2010 |
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Benchmarks | |
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 EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Balanced-Risk Allc A USDH Acc | 31/08/2024 |
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