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Invesco Balanced Risk Allocation A Acc EUR

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 intends to gain exposure to assets that are expected to perform differently across the three stages of the market cycle, namely recession, non-inflationary growth and inflationary growth. 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 (i.e. where the Fund gains market exposure in excess of the net asset value of the Fund). The Fund is actively managed within its objectives and is not constrained by a benchmark.

This fund is not currently tracked by Citywire in Poland View performance globally

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Guernsey
  9. Ireland
  10. Italy
  11. Jersey
  12. Liechtenstein
  13. Luxembourg
  14. Malta
  15. Netherlands
  16. Norway
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

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