TORONTO, Aug. 13, 2019 /CNW/ - In response to client demand, Invesco today launched Invesco Portfolios (the Portfolios), a new suite of investment solutions, developed and managed by the Invesco Investment Solutions team.
The Portfolios are a convenient, and relatively low-cost single-ticket multi-asset-allocation solution designed to appeal to different investor risk profiles. These are constructed using strategic long-term asset allocation, seeking diversification and higher risk-adjusted returns on each level of risk exposure.
The suite consists of five Portfolios, spanning the client risk tolerance spectrum. These are:
- Invesco Conservative Portfolio
- Invesco Moderate Portfolio
- Invesco Balanced Portfolio
- Invesco Growth Portfolio
- Invesco High Growth Portfolio
The Portfolios invest in a mix of both actively-managed mutual funds and passive, factor-based exchange traded funds (ETFs) across varying asset classes.
By incorporating ETFs the Portfolios will have access to lower management fees, making them potentially a lower-cost solution for investors relative to fully active managed solutions.
The performance of the underlying investments is expected to correspond to Canadian, U.S. and international fixed income and equity markets. The equity portion of the Portfolios will include both developed and emerging markets, while bond exposure will be in developed markets only.
The Invesco Investment Solutions team has extensive experience designing goal-oriented, multi-asset strategies that seek to achieve enhanced risk-adjusted returns. The team consists of 40+ professionals and manages over US$18.4 billion.†
About Invesco Ltd.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; invesco.com.
Commissions, management fees and expenses may all be associated with investments in ETFs. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Copies are available from Invesco Canada Ltd. at invesco.ca.
There are risks involved with investing in ETFs. Please read the prospectus for a complete description of risks relevant to the ETF. Ordinary brokerage commissions apply to purchases and sales of ETF units.
Most Invesco ETFs seek to replicate, before fees and expenses, the performance of the applicable index, and are not actively managed. This means that the sub-advisor will not attempt to take defensive positions in declining markets and the ETF will continue to provide exposure to each of the securities in the index regardless of whether the financial condition of one or more issuers of securities in the index deteriorates. In contrast, if an Invesco ETFs ETF is actively managed, then the sub-advisor has discretion to adjust that Invesco ETFs ETF's holdings in accordance with the ETF's investment objectives and strategies.
† As at May 31, 2019.
Invesco is a registered business name of Invesco Canada Ltd.
Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence.
© Invesco Canada Ltd., 2019
SOURCE Invesco Canada Ltd.