The Balanced Risk Allocation share class portfolio is managed by Scott Wolle and the Global Tactical Asset Allocation team in Invesco’s Atlanta office. They aim to provide an attractive total return in differing economic environments, with low correlation to equities and bonds. The NAV has met the performance target of LIBOR +5% over almost all periods since 2012, with volatility of around two-thirds that of equity markets. In contrast to ‘active’ total return funds (such as Ruffer, Personal Ass ....
15 Mar 2018
Invesco Perpetual Select: Balanced Risk Allocation - Overview
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Invesco Perpetual Select: Balanced Risk Allocation - Overview
Invesco Select Trust PLC UK EquityGBP (IVPU:LON) | 163 0 0.0% | Mkt Cap: 108.7m
- Published:
15 Mar 2018 -
Author:
Kepler Partners Research Team -
Pages:
3
The Balanced Risk Allocation share class portfolio is managed by Scott Wolle and the Global Tactical Asset Allocation team in Invesco’s Atlanta office. They aim to provide an attractive total return in differing economic environments, with low correlation to equities and bonds. The NAV has met the performance target of LIBOR +5% over almost all periods since 2012, with volatility of around two-thirds that of equity markets. In contrast to ‘active’ total return funds (such as Ruffer, Personal Ass ....