Invesco Balanced-Risk Allc PI1 CHFH Acc |
Performance History | 31/08/2024 |
Growth of 1,000 (EUR) |
Fund | 7.6 | 14.2 | -12.9 | 8.7 | 3.1 | |
+/-Cat | - | - | - | - | - | |
+/-Idx | - | - | - | - | - | |
Category: Other Allocation | ||||||
Benchmarks: - |
Key Stats | ||
NAV 27/09/2024 | CHF 11.56 | |
Day Change | 0.55% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU1564318696 | |
Fund Size (Mil) 31/08/2024 | USD 911.49 | |
Share Class Size (Mil) 27/09/2024 | CHF 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 01/12/2023 | 0.51% |
Investment Objective: Invesco Balanced-Risk Allc PI1 CHFH 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 | |||||||||||||
|
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 |
Advertisement |
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 | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Invesco Balanced-Risk Allc PI1 CHFH Acc | 31/08/2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|