Fund info

The Invesco Balanced-Risk Allocation Fund Class A is a mutual fund that pursues total return by actively balancing exposure across multiple asset classes, including equities, fixed income, and commodities. Its primary objective is to achieve returns with a low to moderate correlation to traditional financial market indices, aiming for diversification and potential capital loss protection in various market scenarios. This fund employs a tactical allocation strategy, allocating capital based on macroeconomic factors and market conditions rather than fixed percentages. Notably, it makes significant use of derivatives and futures contracts to efficiently target asset class exposures across global markets, rather than relying solely on direct security ownership. The fund’s top holdings frequently include exposures to U.S. and foreign government bond futures, short-term U.S. Treasury portfolios, and commodity trusts. Since its inception in June 2009, the fund has provided access to a multi-asset approach for investors seeking an alternative to conventional balanced or index-tracking investment vehicles. The Invesco Balanced-Risk Allocation Fund Class A plays an important role in the market by offering a robust diversification tool for investors looking to reduce their portfolio’s sensitivity to any single asset class or market movement.