Dear partner,
We have great pleasure to announce the listing on our platform of the balanced fund
managed by Invesco Asset Management -1868 Invesco Balanced-Risk Allocation Fund
This fund is intended for investors looking for a compromise between performance and security and aims for prudent growth while avoiding excessive risks.
The aim of the Invesco Balanced-Risk Allocation Fund is to generate an absolute performance, with a low to moderate correlation to traditional stock exchange indexes, by means of exposure to three asset categories: debt securities, shares and commodities
To meet its investment target, the fund uses two main strategies:
- the first aims to balance the risk due to each of the three categories of asset in order to reduce the probability, extent and duration of capital losses;
- the second aims to tactically fluctuate the distribution of the assets in order to improve the expected performances.
Performances:
2011: 8.97% (on 31/10/2011)
2010: 13.3%
Date launched: 01/09/2009
Currency: EUR
Investment limit in a policy: 100%