Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.0 | 10.6 | -4.6 | -0.6 | 4.5 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/05/2024 | HKD 125.26 | |
Day Change | -0.25% | |
Morningstar Category™ | Other Allocation | |
ISIN | LU1590491244 | |
Fund Size (Mil) 31/01/2024 | USD 1292.99 | |
Share Class Size (Mil) 03/05/2024 | HKD 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 03/02/2023 | 0.90% |
Investment Objective: Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKD |
The Fund aims to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices. The Fund seeks to achieve its objective via exposure to equities, debt and commodities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Ahnrud 28/02/2022 | ||
Scott Wolle 01/09/2009 | ||
Click here to see others | ||
Inception Date 10/05/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
25% MSCI World 100% Hdg NR EUR , 50% Bloomberg Germany Govt Over 10 Y TR EUR , 25% S&P GSCI TR Hedged EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Funds - Invesco Balanced-Risk Allocation Fund Z (HKD Hedged) Accumulation HKD | 31/03/2024 |
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