Invesco Balanced-Risk Allc Z EUR Inc |
Performance History | 31/08/2024 |
Growth of 1,000 (EUR) |
Fund | 6.9 | 9.4 | -16.8 | 3.9 | 5.3 | |
+/-Cat | 4.7 | -0.3 | -4.7 | -4.4 | -0.9 | |
+/-Idx | 2.7 | -2.1 | -4.6 | -7.1 | -2.9 | |
Category: EUR Flexible Allocation - Global | ||||||
Benchmarks: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 27/09/2024 | EUR 11.64 | |
Day Change | 0.00% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | LU1642784174 | |
Fund Size (Mil) 31/08/2024 | USD 911.49 | |
Share Class Size (Mil) 27/09/2024 | EUR 1.55 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/09/2023 | 0.90% |
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 Z EUR Inc |
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. |
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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 16/08/2017 |
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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 EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Balanced-Risk Allc Z EUR Inc | 31/08/2024 |
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