Model Portfolios

Invesco Strategic Active/Passive Tax Aware

These diversified portfolios target specific levels of risk and return using both ETFs and mutual funds, while also providing exposure to tax-exempt income with high credit quality.

Target your optimal risk level

The Invesco Strategic Active/Passive Tax Aware series offers core ETF and mutual fund portfolios designed using strategic long-term asset class allocations based on our long-term capital market assumptions. The lineup includes a range of potential solutions to suit an investor’s risk profile and return objective. See the holdings overview of the entire series' lineup or access the fact sheet for each individual portfolio:

Model name Equity holding Fixed income holding Documents
Invesco Strategic Active/Passive Tax Aware 0/100 Portfolio 0% 100% N/A
Invesco Strategic Active/Passive Tax Aware 20/80 Portfolio 20% 80% Fact sheet
Invesco Strategic Active/Passive Tax Aware 40/60 Portfolio 40% 60% Fact sheet
Invesco Strategic Active/Passive Tax Aware 60/40 Portfolio 60% 40% Fact sheet
Invesco Strategic Active/Passive Tax Aware 80/20 Portfolio 80% 20% Fact sheet

Explore other portfolios

Check out these other models designed for investors seeking to efficiently build a core portfolio that targets a desired level of risk.

MODEL PORTFOLIOS
Invesco Dynamic ETF

Offers core ETF portfolios designed using strategic long-term asset class allocations based on our long-term capital market assumptions combined with our shorter-term/tactical asset allocation process.

Learn more

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MODEL PORTFOLIOS
Explore model portfolios

We offer a range of efficient solutions to help build a core portfolio for a targeted level of risk or complement your core with specific exposures.

View all models

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