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

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

Fund

ISIN LU0955861801 / Valor 22206478

NAV (2025-02-07)
USD 16.58+0.18%

Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (USD Hedged) Accumulation USD
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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 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
0.15%EUR 13.73
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.20%GBP 14.96
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
0.19%SEK 123.65
Invesco Funds - Invesco Balanced-Risk Allocation Fund E Accumulation EUR
Invesco Funds - Invesco Balanced-Risk Allocation Fund E Accumulation EUR Invesco Funds - Invesco Balanced-Risk Allocation Fund E Accumulation EUR Valor: 10230361
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Annual Return

-50%0%+50%

Risk level

110
0.18%EUR 16.53
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 Accumulation EUR
Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 Accumulation EUR Invesco Funds - Invesco Balanced-Risk Allocation Fund PI1 Accumulation EUR Valor: 35708236
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Annual Return

-50%0%+50%

Risk level

110
0.25%EUR 12.18
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF
Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF Invesco Funds - Invesco Balanced-Risk Allocation Fund A (CHF Hedged) Accumulation CHF Valor: 22428207
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%CHF 11.40
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%USD 28.52
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 10.83
Invesco Funds - Invesco Balanced-Risk Allocation Fund R (USD Hedged) Accumulation USD
Invesco Funds - Invesco Balanced-Risk Allocation Fund R (USD Hedged) Accumulation USD Invesco Funds - Invesco Balanced-Risk Allocation Fund R (USD Hedged) Accumulation USD Valor: 36780637
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.16%USD 12.25
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
0.22%EUR 13.46