Zu diesem Instrument liegen derzeit keine aktuellen Daten vor.
Anlagepolitik
So investiert der Invesco Balanced Risk 10 Fund (UK) Y (Acc) Fonds: The Fund aims to achieve long-term (5 years plus) capital growth through different economic environments. The Fund invests in derivatives and transferable securities to gain exposure to three main asset classes: debt securities, equity securities and commodities. The Fund firstly balances the risk of each of these asset classes to build the strategic allocation and secondly tactically shifts the allocations to each of the asset classes based on the market environment. The Fund aims to target 10% average volatility over a full market cycle (5 years plus); however, no assurances can be made that this target will be met.
Rating für Invesco Balanced Risk 10 Fund (UK) Y (Acc) Fonds
| €uro FondsNote | - |
Fonds Performance: Invesco Balanced Risk 10 Fund (UK) Y (Acc) Fonds
| Performance 1 Jahr | 5,96 | |
| Performance 2 Jahre | -11,35 | |
| Performance 3 Jahre | - | |
| Performance 5 Jahre | - | |
| Performance 10 Jahre | - |
Fundamentaldaten
| WKN | |
| ISIN | GB00BJ04F430 |
| Name | Invesco Balanced Risk 10 Fund (UK) Y (Acc) Fonds |
| Fondsgesellschaft | Invesco Fund Managers |
| Aufgelegt in | United Kingdom |
| Auflagedatum | 31.03.2014 |
| Kategorie | Mischfonds GBP flexibel |
| Währung | GBP |
| Volumen | 48 580 317,07 |
| Depotbank | The Bank of New York Mellon |
| Zahlstelle | |
| Fondsmanager | Scott E. Wolle |
| Geschäftsjahresende | 31.03. |
| Berichtsstand | 25.03.2024 |
Konditionen
| Ausgabeaufschlag | 5,00 % |
| Verwaltungsgebühr | % |
| Depotbankgebühr | % |
| VL-fähig? | Nein |
| Mindestanlage | 569,03 |
| Ausschüttung | Thesaurierend |
Fondsgesellschaft
| Name | Invesco Fund Managers Limited |
| Postfach | Perpetual Park, Perpetual Park Drive, Henley-on-Thames, |
| PLZ | RG9 1HH, |
| Ort | Oxfordshire |
| Land | |
| Telefon | +44 (0) 1491 417000 |
| Fax | |
| Internet | http://www.invescoperpetual.co.uk |