Invesco Dynamic Active/Passive
These diversified portfolios target specific levels of risk and return using carefully vetted investment managers.
Multi-manager
Built using top-rated mutual funds and ETFs from Invesco and rigorously vetted third-party managers, providing access to global expertise in every segment.
Cost-efficient
Strategically combines active, passive, and factor-based vehicles to optimize efficiency, minimize costs, and avoid overlapping exposures.
Diversified
Broad exposure to diversified drivers of risk and return, including alternative asset classes.
Target your optimal risk level
The Invesco Dynamic Active/Passive series 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. 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 Dynamic Active/Passive 20/80 Portfolio | 20% | 80% | Fact sheet |
Invesco Dynamic Active/Passive 40/60 Portfolio | 40% | 60% | Fact sheet |
Invesco Dynamic Active/Passive 60/40 Portfolio | 60% | 40% | Fact sheet |
Invesco Dynamic Active/Passive 80/20 Portfolio | 80% | 20% | Fact sheet |
Invesco Dynamic Active/Passive 100/0 Portfolio | 100% | 0% | Fact sheet |
Access our expertise
Get insight into the institutional-caliber investment thinking and latest ideas that fuel our portfolio construction.
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