Invesco Balanced Risk 8

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.4 0.1 0.0 0.4 0.4 0.9 0.9 0.8 0.0 0.3 0.9 0.0 0.7
2018 0.2 0.1 0.8 0.8 0.1 0.6 0.3 1.0 0.2 0.6 0.7 0.1 0.6

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