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Invesco Balanced-risk Allocation Fund Class Y (ABRYX)

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9.26 +0.06    +0.65%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 387.88M
Type:  Fund
Market:  United States
Asset Class:  Equity
Invesco Balanced-Risk Allc Y 9.26 +0.06 +0.65%

ABRYX Overview

 
On this page you'll find an in-depth profile of Invesco Balanced-risk Allocation Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of ABRYX among other information.
Category

Tactical Allocation

Total Assets

387.88M

Expenses

1.07%

Inception Date

39966

Investment Strategy

The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices. The fund’s investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments (generally having aggregate notional exposure exceeding 65% of the fund’s net assets), including but not limited to futures, options, currency forward contracts and swap agreements.

Contact Information

Address 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Phone (800) 659-1005

Top Executives

Name Title Since Until
John Burrello Portfolio Manager 2022 Now
Mark Ahnrud Portfolio Manager 2009 Now
Biography Mark Ahnrud currently serves as a Portfolio Manager for Invesco's Global Asset Allocation team. Mark joined Invesco in 2000 and the Global Asset Allocation team in 2002. Mark began his investment career in 1985 and was a fixed income portfolio manager with Bank of America prior to joining Invesco. Mark received his BS in Finance and Investments from Babson College. He received his MBA from the Fuqua School of Business at Duke University with a concentration in Finance and Real Estate Investment. Mark holds the Chartered Financial Analyst designation.
Scott E. Wolle Portfolio Manager 2009 Now
Biography Scott Wolle is a portfolio manager and chief investment officer (CIO) of Invesco Global Asset Allocation. Mr. Wolle joined Invesco in 1999 and became affiliated with the Global Asset Allocation team in 2000. He began his investment management career in 1991 and was with Bank of America prior to joining Invesco.
Chris W. Devine Portfolio Manager 2009 Now
Biography Chris Devine joined Invesco in 1998 and became affiliated with the Global Asset Allocation team in January 2003. He is responsible for portfolio construction, risk management, trading and derivative management. He began his investment management career in 1996 and was with The Robinson-Humphrey Co. prior to joining Invesco. Mr. Devine earned a Bachelor of Arts degree in economics from Wake Forest University and a Master of Business Administration degree from the University of Georgia. He is a CFA charterholder.
Christian Ulrich Portfolio Manager 2009 Now
Biography Christian Ulrich currently serves as a Portfolio Manager for the IGAA team. Christian joined Invesco in 2000 and the Global Asset Allocation team in 2009. Prior to affiliating as a Portfolio manager with IGAA team, Christian served as a client portfolio manager for Invesco Global Asset Management. Christian began his investment career in 1987 and was with Credit Suisse Group AG where he had assignments in Zurich, New York and London.Christian graduated from the KV Zurich Business School in Zurich, Switzerland, and holds the CFA designation.
Scott Hixon Portfolio Manager (lead) 2009 Now
Biography Scott Hixon joined Invesco in 1994 and became affiliated with the Global Asset Allocation team in 1997. He is responsible for the fundamental research, quantitative modeling and portfolio investment decisions for asset classes and currencies. Mr. Hixon began his investment management career in 1992 and was with SunTrust Bank prior to joining Invesco. He earned a Bachelor of Business Administration in finance, graduating magna cum aude from Georgia Southern University. He earned an M.B.A. in finance from Georgia State University. Mr. Hixon is a CFA charterholder.
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