Invesco Funds - Invesco Sustainable Allocation Fund A (Monthly Distribution-1) USD Hedged
ISIN LU2401541706 / Valor 11500118
Invesco Funds - Invesco Sustainable Allocation Fund A (Monthly Distribution-1) USD Hedged
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General Objective
The fund aims to achieve a positive total return over a market cycle by gaining exposure primarily to a flexible allocation of equities and debt securities globally, which meet the Fund’s environmental, social and governance (ESG) criteria with a particular focus on environmental issues.
Fund Exposure
The fund follows a multi-stage process that is purely systematic, rule-based, and designed for the broadest possible collection of diversified risk premiums. It invests in liquid assets such as listed equities, government bonds, and exchange-traded futures. The fund incorporates key aspects of ESG, applies a UN Global Compact screening, and excludes controversial activities like weapons, fossil energy, and tobacco.
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. Debt instruments are exposed to credit risk, and changes in interest rates can result in fluctuations in the value of the fund. The use of derivatives for investment purposes may lead to significant leverage and large fluctuations in the fund's value. Additionally, the fund's dynamic investment approach across assets/asset classes may result in periodic changes in the risk profile, underperformance, and/or higher transaction costs.
Source
https://www.invesco.com/hk/en/mutual-funds/invesco-sustainable-allocation-fund-class-a-monthly-distribution-1-eur.html
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