Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
16.200 +0.070    +0.43%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 753.45K
Type:  Fund
Market:  Luxembourg
Issuer:  Invesco Management S.A.
ISIN:  LU0955861801 
Asset Class:  Equity
Invesco Funds - Invesco Balanced-Risk Allocation F 16.200 +0.070 +0.43%

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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.94%
Prev. Close16.13
Risk Rating
TTM Yield0%
ROE16.40%
IssuerInvesco Management S.A.
TurnoverN/A
ROA7.07%
Inception DateAug 21, 2013
Total Assets753.45K
Expenses0.90%
Min. Investment1,500
Market Cap42.85B
CategoryUSD Flexible Allocation
What is your sentiment on Invesco Funds - Invesco Balanced-Risk Allocation F?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

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 54.4M 6.24 3.42 -
  LU1775951525 2.31B 10.45 -0.07 5.80
  LU1590492648 8.07M 13.85 -10.14 7.97
  LU1252824310 92.74M 12.51 -11.45 -
  Invesco Global Leisure Fund A Accum 1.18B 13.15 -10.83 7.35

Top Funds for USD Flexible Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  R Total Return Intl C USD Distribut 4.05B 1.85 0.50 4.85
  R Total Return Intl I USD Distribut 4.05B 2.01 0.69 5.05
  Ruffer SICAV Ruffer Total Return Iu 4.05B 1.86 0.26 4.54
  R Total Return Intl C USD Capitalis 4.05B 2.13 0.59 4.88
  R Total Return Intl I USD Capitalis 4.05B 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 Neutral Neutral Buy
Technical Indicators Neutral Strong Sell Strong Buy
Summary Neutral Sell Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ZBMX Comments

Write your thoughts about Invesco Funds - Invesco Balanced-risk Allocation Fund Z (usd Hedged) Accumulation Usd
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email