Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKD header image

Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKD

Fund

ISIN LU1590491244 / Valor 36780648

NAV (2024-06-26)
HKD 127.48-0.55%

Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKD
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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

Ratings & reviews

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OTHER SHARE CLASSES OF THIS FUND

Invesco Funds - Invesco Balanced-Risk Allocation Fund A (GBP Hedged) Accumulation GBP
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (GBP Hedged) Accumulation GBP Invesco Funds - Invesco Balanced-Risk Allocation Fund A (GBP Hedged) Accumulation GBP Valor: 35707795
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Annual Return

-50%0%+50%

Risk level

110
0.43%GBP 11.71
Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR
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Annual Return

-50%0%+50%

Risk level

110
0.31%EUR 19.23
Invesco Funds - Invesco Balanced-Risk Allocation Fund E Accumulation EUR
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Annual Return

-50%0%+50%

Risk level

110
0.37%EUR 16.23
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (CHF Hedged) Accumulation CHF
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (CHF Hedged) Accumulation CHF Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (CHF Hedged) Accumulation CHF Valor: 35708235
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Annual Return

-50%0%+50%

Risk level

110
0.36%CHF 11.13
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (USD Hedged) Accumulation USD
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (USD Hedged) Accumulation USD Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 (USD Hedged) Accumulation USD Valor: 35708239
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Annual Return

-50%0%+50%

Risk level

110
0.29%USD 14.01
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
0.32%USD 27.96
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (USD Hedged) Accumulation USD
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (USD Hedged) Accumulation USD Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (USD Hedged) Accumulation USD Valor: 22206478
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Annual Return

-50%0%+50%

Risk level

110
0.37%USD 16.25
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 Accumulation EUR
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Annual Return

-50%0%+50%

Risk level

110
0.34%EUR 11.95
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (CHF Hedged) Accumulation CHF
Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (CHF Hedged) Accumulation CHF Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (CHF Hedged) Accumulation CHF Valor: 36780646
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Annual Return

-50%0%+50%

Risk level

110
0.28%CHF 10.63
Invesco Funds - Invesco Balanced-Risk Allocation Fund R (USD Hedged) Accumulation USD
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Annual Return

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Risk level

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0.33%USD 12.02