Invesco Perpetual Balanced Risk 10

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 220.31 Day Change GBX -1.06 (-0.48%)
Price Date 2 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 0.46 %
Total Expense Ratio 0.00 Fund Size 123,520,754.89
Launch Date 20/02/2012 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ04F430 Min TopUp (£) 100.00

Fund Objective

The Invesco Perpetual Balanced Risk 10 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 (1) balancing the risk contribution from each of these asset classes to build the strategic allocation and (2) adjusting the risk contribution tactically to make the portfolio more adaptive to the nearterm environment. The fund will aim to target 10% average volatility over a full market cycle; however, no assurance can be made that these targets will be met.

Fund Managers

The Invesco Global Asset Allocation Team