Invesco True Balance A
GTU0109AU
Invesco True Balance A GTU0109AU Strategy
The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period. The Fund targets a gross return of 5% p.a. above 3 month EURIBOR (or an equivalent reference rate) and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. There is no guarantee that the Fund will achieve a positive return or its volatility target. The Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,821.10 | 0.80 | 0.01% |
| CAC 40 | 7,829.29 | 72.96 | -0.92% |
| DAX 40 | 24,255.31 | 201.50 | -0.82% |
| Dow JONES (US) | 44,371.51 | 279.13 | -0.63% |
| FTSE 100 | 8,941.12 | 34.54 | -0.38% |
| HKSE | 24,176.61 | 37.04 | 0.15% |
| NASDAQ | 20,585.53 | 45.14 | -0.22% |
| Nikkei 225 | 39,469.72 | 99.96 | -0.25% |
| NZX 50 Index | 12,627.52 | 59.16 | -0.47% |
| S&P 500 | 6,259.75 | 20.71 | -0.33% |
| S&P/ASX 200 | 8,578.20 | 1.90 | -0.02% |
| SSE Composite Index | 3,526.79 | 16.61 | 0.47% |