Invesco Balanced-Risk Allc Z CHFH Acc |
Performance History | 31/08/2024 |
Growth of 1,000 (EUR) |
Fund | 7.2 | 13.9 | -13.2 | 8.2 | 2.8 | |
+/-Cat | - | - | - | - | - | |
+/-Idx | - | - | - | - | - | |
Category: Other Allocation | ||||||
Benchmarks: - |
Key Stats | ||
NAV 27/09/2024 | CHF 11.06 | |
Day Change | 0.55% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU1590491087 | |
Fund Size (Mil) 31/08/2024 | USD 911.49 | |
Share Class Size (Mil) 27/09/2024 | CHF 0.74 | |
Max Initial Charge | - | |
Ongoing Charge 23/04/2024 | 0.92% |
Investment Objective: Invesco Balanced-Risk Allc Z 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 | |||||||||||||
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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 10/05/2017 |
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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 | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Balanced-Risk Allc Z CHFH Acc | 31/08/2024 |
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