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Invesco Funds - Invesco Balanced-risk Allocation Fund Z (usd Hedged) Accumulation Usd (0P0000ZBMX)

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16.290 +0.010    +0.06%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU0955861801 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 757.78K
Invesco Funds - Invesco Balanced-Risk Allocation F 16.290 +0.010 +0.06%

0P0000ZBMX Overview

 
Find basic information about the Invesco Funds - Invesco Balanced-risk Allocation Fund Z (usd Hedged) Accumulation Usd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZBMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.84%
Prev. Close16.28
Risk Rating
TTM Yield0%
ROE16.40%
IssuerN/A
TurnoverN/A
ROA7.07%
Inception DateAug 21, 2013
Total Assets757.78K
Expenses0.90%
Min. Investment1,500
Market Cap42.85B
CategoryUSD Flexible Allocation
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Invesco Funds - Invesco Balanced-risk Allocation Fund Z (usd Hedged) Accumulation Usd Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1059 1014 1133 975 1182 1500
Fund Return 5.92% 1.37% 13.3% -0.83% 3.41% 4.13%
Place in category 539 458 534 475 313 65
% in Category 73 61 73 76 63 45

Top Equity Funds by Invesco Management S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1097692237 54.44M 6.24 3.42 -
  LU1775951525 2.31B 10.45 -0.07 5.80
  Invesco Global Leisure Fund A Accum 1.2B 13.15 -10.83 7.35
  Invesco Global Leisure Fund B Accum 28.09M 12.31 -11.61 6.34
  Invesco Global Leisure Fund C Accum 98.86M 13.61 -10.38 7.89

Top Funds for USD Flexible Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  R Total Return Intl C USD Distribut 4.08B 1.85 0.50 4.85
  R Total Return Intl I USD Distribut 4.08B 2.01 0.69 5.05
  Ruffer SICAV Ruffer Total Return Iu 4.08B 1.86 0.26 4.54
  R Total Return Intl C USD Capitalis 4.08B 2.13 0.59 4.88
  R Total Return Intl I USD Capitalis 4.08B 2.30 0.79 5.08

Top Holdings

Name ISIN Weight % Last Change %
Australian 10 Year Treasury Bond Future Dec16 - 15.46 - -
10 Year Japanese Government Bond Future Dec13 - 15.28 - -
Long Gilt Future Dec 24 GB00KNT5JY48 13.13 - -
Canada 10yr Bond Future Dec 18 24 - 12.67 - -
Euro Bund Future Dec 24 DE000F0Q7BU6 12.35 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators BUY Sell Strong Buy
Summary Buy Neutral Strong Buy
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