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Invesco Funds - Invesco Balanced-risk Allocation Fund C (chf Hedged) Accumulation Chf (0P0000ZERK)

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11.760 +0.060    +0.51%
23/12 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 736.34M
Type:  Fund
Market:  Luxembourg
Issuer:  Invesco Management S.A.
ISIN:  LU0955868053 
Asset Class:  Equity
Invesco Funds Invesco Balanced Risk Allocation F 11.760 +0.060 +0.51%

0P0000ZERK Overview

 
On this page you'll find an in-depth profile of Invesco Funds - Invesco Balanced-risk Allocation Fund C (chf Hedged) Accumulation Chf. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZERK among other information.
Category

Other Allocation

Total Assets

736.34M

Expenses

1.03%

Inception Date

Sep 18, 2013

Investment Strategy

The Fund aims to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices. The Fund seeks to achieve its objective via exposure to equities, debt and commodities.

Contact Information

Address 37A Avenue JF Kennedy
Luxembourg, L-1855
Luxembourg
Phone (+353) 1 4398100

Top Executives

Name Title Since Until
Mark Ahnrud Portfolio Manager 2022 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.
Chris W. Devine Portfolio Manager 2022 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 2022 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.
John Burrello Portfolio Manager 2022 Now
Scott Hixon Portfolio Manager (lead) 2022 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.
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.
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