Invesco Balanced Risk 8 UK Y Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.49%
  • 3 Year sharpe0.84
  • 3 Year alpha2.03
  • Distribution Typeaccumulation
  • BenchmarkMSCI World 100% Hdg NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.70%
  • IA SectorVolatility Managed
  • Manager GroupInvesco
  • DomicileUnited Kingdom
  • ISINGB00BJ04F216

Investment Strategy

The Fund aims to achieve long-term (5 years plus) capital growth through different economic environments. The Fund invests in derivatives and transferable securities to gain exposure to three main asset classes: debt securities, equity securities and commodities. The Fund aims to target 8% average volatility over a full market cycle (5 years plus); however, no assurances can be made that this target will be met.

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