What is the asset allocation model, and what are the volatility targets of this ESG portfolio?

Advertisement

The five funds in the Invesco Summit Responsible Range aim to invest 100% of their assets in ESG investments. The funds are globally diversified and look to generate long-term returns.

Each fund is managed around a different volatility target – from 15% of global equity volatility to 105% – so it is easy to find one that matches your clients’ appetite for risk and return. This is achieved through a blend of equities, bonds and cash. As the funds increase in risk, so too does their exposure to equities.

See the detailed breakdown HERE

Related Articles

Sign up to the IFA Newsletter

Name

Trending Articles


IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast – listen to the latest episode

IFA Magazine
Privacy Overview

Our website uses cookies to enhance your experience and to help us understand how you interact with our site. Read our full Cookie Policy for more information.