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

funds

Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Private credit and its role for investors

A spotlight on the evolving asset class.
funds

10 US stocks the best fund managers have been selling in 2025

Top investors have taken profits in these names.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,875.3060.000.68%
CAC 407,766.2141.96-0.54%
DAX 4024,060.29100.35-0.42%
Dow JONES (US)44,023.29436.36-0.98%
FTSE 1008,938.3259.74-0.66%
HKSE24,590.12386.801.60%
NASDAQ20,677.8037.470.18%
Nikkei 22539,678.02218.400.55%
NZX 50 Index12,728.1238.490.30%
S&P 5006,243.7624.80-0.40%
S&P/ASX 2008,630.3059.900.70%
SSE Composite Index3,505.0014.65-0.42%

Market Movers