Invesco Perpetual Balanced Risk 8

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Invesco Asset Management
Portfolio Manager Scott E Wolle
Fund Currency GBP
Fund AUM £311.8m
Fund AUM as of 31 July 2018
Fund Inception 20 February 2012
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The Invesco Perpetual Balanced Risk 8 fund aims to achieve long term capital growth through different economic environments by investing in derivatives and other financially linked instruments to gain exposure to three main asset classes: fixed income, equities and commodities. The fund seeks to achieve this objective by balancing the risk contribution from each of these asset classes to build the strategic allocation and adjusting the risk contribution tactically to make the portfolio more adaptive to the near-term environment. The management will aim to target 8% average volatility over a full market cycle.

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