Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF header image

Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF

Fund

ISIN LU0955867915 / Valor 22428207

NAV (2025-02-14)
CHF 11.43+0.44%

Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF
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General Objective

The fund aims to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices.

Fund Exposure

The fund is exposed to equities, debt, and commodities in order to achieve its objective. The fund manager seeks to generate consistent returns by investing across multiple macroeconomic factors to provide broad economic diversification.

Risks

Investors should be aware that the value of investments and any income will fluctuate, and they may not get back the full amount invested. Additionally, the fund uses derivatives for investment purposes, which may result in significant leverage and large fluctuations in the fund's value. Investment in commodities is considered high risk and may result in large fluctuations in the fund's value.

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Source

https://www.invesco.com/de/de/financial-products/sicav/invesco-balanced-risk-allocation-fund-c-acc-shares.html

Tags:
derivatives multi asset msci world index ftse german government bond 10 years+ s&p goldman sachs commodity index

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OTHER SHARE CLASSES OF THIS FUND

Invesco Funds - Invesco Balanced-Risk Allocation Fund R Accumulation EUR
Invesco Funds - Invesco Balanced-Risk Allocation Fund R Accumulation EUR Invesco Funds - Invesco Balanced-Risk Allocation Fund R Accumulation EUR Valor: 12801306
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Annual Return

-50%0%+50%

Risk level

110
0.52%EUR 13.50
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (USD Hedged) Accumulation USD
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Annual Return

-50%0%+50%

Risk level

110
0.48%USD 16.64
Invesco Funds - Invesco Balanced-Risk Allocation Fund A Accumulation EUR
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Annual Return

-50%0%+50%

Risk level

110
0.45%EUR 17.91
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (USD Hedged) Accumulation USD
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Annual Return

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Risk level

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0.49%USD 14.35
Invesco Funds - Invesco Balanced-Risk Allocation Fund C (USD Hedged) Accumulation USD
Invesco Funds - Invesco Balanced-Risk Allocation Fund C (USD Hedged) Accumulation USD Invesco Funds - Invesco Balanced-Risk Allocation Fund C (USD Hedged) Accumulation USD Valor: 11298933
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Annual Return

-50%0%+50%

Risk level

110
0.48%USD 31.37
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (USD Hedged) Accumulation USD
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (USD Hedged) Accumulation USD Invesco Funds - Invesco Balanced-Risk Allocation Fund A (USD Hedged) Accumulation USD Valor: 11298932
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Annual Return

-50%0%+50%

Risk level

110
0.49%USD 28.62
Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR
Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR Valor: 10230360
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Annual Return

-50%0%+50%

Risk level

110
0.46%EUR 19.66
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z Accumulation EUR
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z Accumulation EUR Invesco Funds - Invesco Balanced-Risk Allocation Fund Z Accumulation EUR Valor: 22206480
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Annual Return

-50%0%+50%

Risk level

110
0.51%EUR 13.78
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (GBP Hedged) Accumulation GBP
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (GBP Hedged) Accumulation GBP Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (GBP Hedged) Accumulation GBP Valor: 22206482
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Annual Return

-50%0%+50%

Risk level

110
0.47%GBP 15.01
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (SEK Hedged) Accumulation SEK
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (SEK Hedged) Accumulation SEK Invesco Funds - Invesco Balanced-Risk Allocation Fund A (SEK Hedged) Accumulation SEK Valor: 22428206
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Annual Return

-50%0%+50%

Risk level

110
0.45%SEK 123.99