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Invesco Balanced-Risk Allocation Fund

June 24, 2015 | Invesco

Invesco Balanced-Risk Allocation Fund

Successful investors do not limit their criteria to the potential returns. By themselves, returns tell investors nothing about how the performance is achieved – risk is an equal, if not a more important factor. But how much risk is enough? Managing portfolio risk is one of the biggest challenges investors face. Too much risk could set you up for a crash, while too little might not earn the returns needed for the ultimate investment goals. The Invesco Balanced-Risk Allocation Fund has an innovative approach to this dilemma.

"Those who want to successfully invest their money are well advised not to put all their eggs in one basket. Investors should diversify their investments across several asset classes. The key is to get risk and return into the right balance."
Scott Wolle, Portfolio Manager

 
Why the Invesco Balanced Risk Allocation Fund?

  • Three asset classes – One fund
    The Invesco Balanced-Risk Allocation Fund offers investors a strategic, globally diversified portfolio that invests in three different asset classes. For efficient portfolio management purposes the exposure to equities, fixed income and commodities is achieved by using derivatives.
  • Balance is the key to success
    The fund follows a new investment concept which aims to balance the risk contribution of the three underlying asset classes equally. The goal of the investment team is to generate equity-like returns, but with a lower risk profile over an investment horizon of three to five years.1 What should investors get out of this? A less nerveracking investment for their portfolio.
  • Investment team
    The investment team based in Atlanta includes experts who specialise in managing mixed-asset portfolios and risk-focussed strategies.
     

Investment Philosophy

The fund manager constructs a portfolio based on a proprietary model that aims to balance the risks of three asset classes equally. To enhance the return potential, the fund manager has the flexibility within certain parameters, to factor in his market outlook by adjusting the base allocation. To exploit attractive opportunities further, the market exposure of the fund can be increased by up to 200%. The aim is to profit from positive market phases while limiting the impact of less favourable conditions. In short: the portfolio manager aims to smooth the volatility and thus preserve the returns over time.
 

Documents to download

Detailed information about the Fund

Invesco Balanced-Risk Allocation Fund - A (CHF Hgd)-Acc. Factsheet

Invesco Balanced-Risk Allocation Fund - A (CHF Hgd)-Acc. KIID

Invesco Balanced-Risk Allocation Fund - A (Dist. Annual) Factsheet

Invesco Balanced-Risk Allocation Fund - A (Dist. Annual) KIID

Invesco Balanced-Risk Allocation Fund - A (SEK Hgd)-Acc. Factsheet

Invesco Balanced-Risk Allocation Fund - A (SEK Hgd)-Acc. KIID

Invesco Balanced-Risk Allocation Fund - A (USD Hgd)-Acc. Factsheet

Invesco Balanced-Risk Allocation Fund - A (USD Hgd)-Acc. KIID

Invesco Balanced-Risk Allocation Fund - A-Acc. Factsheet

Invesco Balanced-Risk Allocation Fund - A-Acc. KIID

Invesco Balanced-Risk Allocation Fund - Presentation

Invesco Balanced-Risk Allocation Fund - Monthly Fund Analysis

Risk warnings

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. Whilst the overall risk of the fund intends to be consistent with that of a balanced portfolio of equity and debt securities, this may not be achieved. The fund will make significant use of financial derivatives for investment purposes in excess of the value of the portfolio that could lead to large fluctuations in the value of the fund. The fund uses derivatives to gain leverage which can potentially be up to three times the value of its net assets. The fund will gain exposure to commodities to diversify the risk of the fund. Commodities are generally considered to be high risk investments and may result in large fluctuations in the value of the fund. Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. The risks described herein are the fund specific material risks. For more information please consult the current fund and share class specific Key Investor Information Document (KIID) and for a complete set of risks the current prospectus. If you are unsure of and of these risks please contact your advisor.

Important Information

This fund is domiciled in Luxembourg.

Data as of December 2014, if not otherwise indicated. Whilst great care has been taken to ensure that the information contained herein is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. Opinions and forecasts are subject to change without notice. This document is by way of information only. The statements in this document are no invitation to subscribe for shares in a fund nor are they to be construed as an offer to buy or sell any financial instruments. This document is not intended to provide specific investment advice including, without limitation, investment, financial, legal, accounting or tax advice, or to make any recommendations about the suitability of the fund(s) for the circumstances of any particular investor. Subscriptions of shares are only accepted on the basis of the most up to date legal offering documents. These documents (fund & share class specific Key Investor Information Document, prospectus, annual & semi-annual reports, articles and trustee deeds) are available free of charge at this website and from the representative in Switzerland.

Issued in Switzerland by Invesco Asset Management (Switzerland) Ltd., Talacker 34, CH-8001 Zurich, representative for the funds distributed in Switzerland. Paying agent is BNP Paribas Securities Services S.A., Paris, Zurich Branch, Selnaustrasse 16, CH-8002 Zurich.

1 Although every effort will be made, this is not guaranteed.

Scott E. Wolle

Scott E. Wolle

Chief Investment Officer