Invesco Balanced-Risk Allocation Fund Earns Top Morningstar Rating of 5 Stars
Invesco Global Asset Allocation's innovative risk-premium capture strategy
HOUSTON, Aug. 6, 2012 /PRNewswire/ -- Invesco Balanced-Risk Allocation Fund, which invests in bond, equity, and commodity markets and seeks to build a portfolio that may perform well in diverse economic environments while balancing investment risk, has achieved the highest 5-star overall rating from Morningstar for its Class A shares. The Morningstar rating is based on risk-adjusted returns among 258 World Allocation funds for the 3-year period ended July 31, 2012.*
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The Fund's Class B, C, R, Y, and Institutional shares also have achieved 5-star ratings for the same period. Of course, past performance cannot guarantee comparable future results.
Invesco Balanced-Risk Allocation Fund, which was launched in June 2009, has approximately $8 billion in assets under management.
"This 5-star rating is a milestone recognition for the fund's risk-balanced management approach that has rewarded retail and institutional investors," said Scott Wolle, CIO of Invesco Global Asset Allocation. "It's a strategy we believe will become increasingly important to retail and institutional investors going forward."
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.'s retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for its STIC Global Funds. Invesco Distributors, Inc. is a wholly owned, indirect subsidiary of Invesco Ltd.
*Source: ©2012 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on the downward variations and rewarding consistent performance. With-load ratings include the effect of sales charges, loads and redemption fees. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable.
Ratings are subject to change every month. A fund is eligible for a Morningstar rating three years after inception. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Ratings for other share classes may differ due to different performance characteristics.
Class Y shares are available only to certain investors. See the prospectus for more information.
Under normal conditions, the strategy invests in derivatives and other financially-linked instruments whose performance is expected to correspond to U.S. and international fixed income, equity and commodity markets. However, the performance of the asset classes cannot be guaranteed.
The derivative investments and enhanced investment techniques (such as leverage) used by the portfolio are subject to greater risks than those associated with investing directly in securities or more traditional instruments.
NOT FDIC INSURED, MAY LOSE VALUE, OFFER NO BANK GUARANTEE
Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s), investors should ask their advisers for a prospectus/summary prospectus.
SOURCE Invesco
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