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

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