IP Select Balanced Risk Allocation share’s (IVPB) objective is to provide an attractive total return in differing economic and inflationary environments, with low correlation to equity and bond markets. The trust has a benchmark of LIBOR +5% per annum, which has been met over almost all periods, with volatility of around two-thirds of that of equity markets since the strategy was adopted in 2012. In contrast to ‘active’ total return funds (such as Ruffer, Personal Assets etc.) the managers have ....
09 May 2019
Invesco Perpetual Select Trust: Balanced Risk Allocation Shares - Overview
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Invesco Perpetual Select Trust: Balanced Risk Allocation Shares - Overview
Invesco Select Trust PLC UK EquityGBP (IVPU:LON) | 162 -10.1 (-3.7%) | Mkt Cap: 107.7m
- Published:
09 May 2019 -
Author:
William Heathcoat Amory -
Pages:
6
IP Select Balanced Risk Allocation share’s (IVPB) objective is to provide an attractive total return in differing economic and inflationary environments, with low correlation to equity and bond markets. The trust has a benchmark of LIBOR +5% per annum, which has been met over almost all periods, with volatility of around two-thirds of that of equity markets since the strategy was adopted in 2012. In contrast to ‘active’ total return funds (such as Ruffer, Personal Assets etc.) the managers have ....