Invesco Balanced-Risk Allc A GBPH Acc |
Performance History | 31/08/2024 |
Growth of 1,000 (EUR) |
Fund | 0.7 | 16.4 | -21.2 | 7.0 | 8.7 | |
+/-Cat | 1.7 | 0.5 | -6.4 | -1.6 | 0.1 | |
+/-Idx | 1.1 | 1.2 | -7.0 | -4.9 | -1.4 | |
Category: GBP Flexible Allocation | ||||||
Benchmarks: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/09/2024 | GBP 12.03 | |
Day Change | -0.04% | |
Morningstar Category™ | GBP Flexible Allocation | |
ISIN | LU1564318001 | |
Fund Size (Mil) 31/08/2024 | USD 911.49 | |
Share Class Size (Mil) 27/09/2024 | GBP 0.12 | |
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 GBPH 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 15/03/2017 |
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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 UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Balanced-Risk Allc A GBPH Acc | 31/08/2024 |
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