Invesco Balanced Risk 10 Class Y - Accumulation (GBP)

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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 these targets will be met.The Fund gains exposure to equity securities and debt securities either directly or through the use of derivatives, which may include future or option strategies. Exposure to commodities will be achieved by investing in particular in exchange traded funds on commodities, exchange traded notes, exchange traded funds and swaps on eligible commodity indices. Commodity exposure will include but is not limited to precious metals, agriculture, energy and industrial metals sectors. Non sterling investments are intended to be hedged back into Sterling at the discretion of the Manager.

Historic yield :	1.83%
Income paid:	n/a
Type of payment:	No income
Ex-dividend date:
Payment date:

This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. Information correct as at 31 October 2023.