Invesco Funds - Invesco Balanced-Risk Allocation 12% Fund Z GBP Hedged Accumulation

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£10.09

arrow-up£0.07 (+0.70%)

Fund Code

IOMCA

BJF8VN1

LU1981114579

Prices updated as at 29 Jan 2025

Prices in GBP

Investment objective

The Fund aims to achieve a positive total return while targeting 12% average volatility 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.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Invesco Management S.A.

Fund launch date

16 Sep 2015

Domicile

Luxembourg

UCITS

Yes

Fund manager

Scott Wolle

Manager start date

16 Sep 2015

Fund manager biography

Scott Wolle is a portfolio manager and chief investment officer (CIO) of Invesco Global Asset Allocation. Mr. Wolle joined Invesco in 1999 and became affiliated with the Global Asset Allocation team in 2000. He began his investment management career in 1991 and was with Bank of America prior to joining Invesco.

Fund manager

Chris Devine

Manager start date

28 Feb 2022

Fund manager biography

Chris Devine joined Invesco in 1998 and became affiliated with the Global Asset Allocation team in January 2003. He is responsible for portfolio construction, risk management, trading and derivative management. He began his investment management career in 1996 and was with The Robinson-Humphrey Co. prior to joining Invesco. Mr. Devine earned a Bachelor of Arts degree in economics from Wake Forest University and a Master of Business Administration degree from the University of Georgia. He is a CFA charterholder.

Head office

37A Avenue JF Kennedy

Luxembourg

L-1855

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