Invesco Funds - Invesco Balanced-Risk Allocation 12% A (GBP Hedged) Accumulation GBP
ISIN LU2625059287 / Valor 12935203
Invesco Funds - Invesco Balanced-Risk Allocation 12% A (GBP Hedged) Accumulation GBP
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General Objective
The fund aims to achieve a positive total return while targeting 12% average volatility over a market cycle with a low to moderate correlation to traditional financial market indices. It seeks to achieve this objective through exposure to equities, debt, and commodities.
Fund Exposure
The fund is exposed to a mix of asset classes including stocks, bonds, and commodities. Geographically, it has exposure to regions such as Japan, the United States, Europe, the UK, and emerging markets. The fund also utilizes options for risk management and NAV.
Risks
Investors should be aware that the value of investments and any income may fluctuate, partly due to exchange rate fluctuations. Debt instruments are exposed to credit risk, and changes in interest rates can impact the fund's value. The use of derivatives for investment purposes may result in significant leverage and fluctuations in the fund's value. Additionally, investment in commodities is considered high risk and may lead to large fluctuations in the fund's value.
Source
https://www.invesco.com/de/de/financial-products/sicav/invesco-balanced-risk-allocation-12-fund-c-acc-shares.html
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