Model Portfolios

Invesco Strategic ETF Tax Aware

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

Target your optimal risk level

The Invesco Strategic ETF Tax Aware Series offers Offers core ETF 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, while also providing exposure to tax-exempt income with high credit quality. 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 ETF Tax Aware 0/100 Portfolio 0% 100% N/A
Invesco Strategic ETF Tax Aware 10/90 Portfolio 10% 90% N/A
Invesco Strategic ETF Tax Aware 20/80 Portfolio 20% 80% Fact sheet
Invesco Strategic ETF Tax Aware 30/70 Portfolio 30% 70% Fact sheet
Invesco Strategic ETF Tax Aware 40/60 Portfolio 40% 60% Fact sheet
Invesco Strategic ETF Tax Aware 50/50 Portfolio 50% 50% Fact sheet
Invesco Strategic ETF Tax Aware 60/40 Portfolio 60% 40% Fact sheet
Invesco Strategic ETF Tax Aware 70/30 Portfolio 70% 30% Fact sheet
Invesco Strategic ETF 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 Active/Passive

Offers core portfolios of mutual funds and ETFs 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

Transcript

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

Transcript

success failure

Get Models insights

Provide your contact information to get our latest perspectives on the markets and model portfolio allocations delivered right to your inbox.

Get Models insights
Model portfolios that interest me Please select one or more portfolios

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.