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Invesco Balanced Risk Select Z Acc EUR

Ranked 23 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Scott E. Wolle

Scott Wolle was born in Philadelphia in 1969. He joined Invesco in 1999 and the asset allocation team in 2000. Scott began his investment career in 1991 and was with Bank of America prior to joining Invesco. Scott’s career includes fundamental and quantitative research responsibilities covering the major asset classes with a focus on equity markets and commodities. He received his bachelor in finance from Virginia Tech and received his MBA from the Fuqua School of Business at Duke University. Scott holds the Chartered Financial Analyst designation. Outside fund management, among other hobbies, he is keen on golf, tennis and music.

Objective

The objective of the Fund is to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices. The Fund intends to gain exposure primarily to shares of companies, debt instruments (issued by governments or companies with a minimum rating of B- by Standard and Poors rating agency or equivalent) and commodities worldwide.The Fund will make significant use of derivatives (complex instruments) in order to reduce the risk and/or generate additional capital or income and/or meet the Funds investment objectives by generating varying amounts of leverage.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -6.5% -3.6% 3.7% -0.6% -5.9%
2017 14.7% 2.5% 2.8% 2.9% 5.8%
2016 26.8% 9.8% 10.4% 7.1% -2.3%
2015 -9.9% -3.6% -5.7% -0.7% -0.2%
2014 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Luxembourg
  7. Norway
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date20/08/2014
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU1097688631

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.62%
  • Initial investment0.62%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).