Product
Invesco Balanced-Risk Allocation Fund
Equities, bonds and commodities for a balanced risk-reward profile.
Capabilities
Multi asset
Our multi asset investment teams combine diversification with robust risk management to target more consistent risk-adjusted returns.
View our multi asset capabilities
Diversification
We break free from traditional asset class constraints to target uncorrelated returns.
Robust risk management
Our strong focus on risk management helps mitigate downside risks
More consistent returns
By investing intelligently across multiple asset classes, we target consistent returns with lower volatility.
Deep expertise, targeted solutions
As one of the world’s largest asset management firms, we have expertise across equity, fixed income, currency, commodity and alternative investment markets.
Our multi asset teams tap into Invesco’s network of 800+ investment professionals. They share knowledge with investment teams across the globe, gaining valuable insight into local markets. Team members bring decades of industry experience and manage over 74 Mrd. Euro on behalf of our clients.
With your objectives in mind, we have built a broad range of multi asset strategies, spanning risk parity, absolute return and fund of fund solutions.
Highlighted multi asset strategies
Product
Invesco Global Income Fund
Invest in promising equities and bonds worldwide.
Product
Invesco Sustainable Allocation Fund
Balanced opportunities/risks through tactical asset allocation and through a sustainable investment approach.
Product
Invesco Pan European High Income Fund
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Investment risks
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For complete information on risks, refer to the legal documents. The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Invesco Balanced-Risk Allocation Fund
Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. Changes in interest rates will result in fluctuations in the value of the fund. The fund uses derivatives (complex instruments) for investment purposes, which may result in the fund being significantly leveraged and may result in large fluctuations in the value of the fund. Investment in instruments providing exposure to commodities is generally considered to be high risk which may result in large fluctuations in the value of the fund. The Fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs. The fund is not managed in reference to a benchmark.
Invesco Global Income Fund
Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. Changes in interest rates will result in fluctuations in the value of the fund. The fund uses derivatives (complex instruments) for investment purposes, which may result in the fund being significantly leveraged and may result in large fluctuations in the value of the fund. Investments in debt instruments which are of lower credit quality may result in large fluctuations in the value of the fund. The fund may invest in distressed securities which carry a significant risk of capital loss. The fund may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events.
Invesco Pan European High Income Fund
Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. Changes in interest rates will result in fluctuations in the value of the fund. The fund uses derivatives (complex instruments) for investment purposes, which may result in the fund being significantly leveraged and may result in large fluctuations in the value of the fund. Investments in debt instruments which are of lower credit quality may result in large fluctuations in the value of the fund. The fund may invest in distressed securities which carry a significant risk of capital loss. The fund may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events. The Fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs. The fund is not managed in reference to a benchmark.
Invesco Sustainable Allocation Fund
Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. The Fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs. The lack of common standards may result in different approaches to setting and achieving ESG objectives. In addition, the respect of the ESG criteria may cause the Fund to forego certain investment opportunities. The fund is not managed in reference to a benchmark.
Important information
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This marketing communication is for discussion purposes only and is exclusively for use in Switzerland. It is not intended for and should not be distributed to, or relied upon, by the public. This is marketing material and not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Data as of 31.12.2021, unless otherwise stated.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. This material should not be considered financial advice. Persons interested in acquiring the products should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.
For more information on our funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the Annual or Interim Reports, the Prospectus, and constituent documents, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements.
Invesco Asset Management (Schweiz) AG, Talacker 34, 8001 Zurich, Switzerland, who acts as representative for the funds distributed in Switzerland. Paying agent for the funds distributed in Switzerland: BNP PARIBAS SECURITIES SERVICES, Paris, succursale de Zurich, Selnaustrasse 16, CH-8002 Zürich.
EMEA 2183469/2022
