Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) EURRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30/04/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 5,3 | 15,8 | -9,3 | 10,6 | 6,4 | |
+/-Cat | 2,9 | 6,4 | 3,7 | 2,3 | 3,8 | |
+/-Idx | 1,1 | 4,3 | 3,0 | -0,4 | 3,4 | |
Categorie: Mixfondsen EUR Neutraal - Wereldwijd | ||||||
Benchmark: Morningstar EU Mod Gbl Tgt ... |
Kerngegevens | ||
Koers 17/05/2024 | EUR 13,27 | |
Rendement 1 Dag | -0,25% | |
Morningstar Categorie™ | Mixfondsen EUR Neutraal - Wereldwijd | |
ISIN | LU1701704584 | |
Grootte Fonds (Mil) 30/04/2024 | USD 108,16 | |
Grootte Fondsklasse (Mil) 17/05/2024 | EUR 3,81 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 23/04/2024 | 0,70% | |
Gesloten voor nieuwe beleggers | nee |
Beleggingsdoelstelling: Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) EUR |
The Fund aims to achieve a positive total return over a market cycle. The Fund seeks to achieve its objective by gaining exposure primarily to a flexible allocation of equities and debt securities globally, which meet the Fund’s environmental, social and governance (ESG) criteria with a particular focus on environmental issues. The Fund’s ESG criteria will be based on a set of screening thresholds (as outlined below and more fully described in the Fund’s sustainability-related disclosures) determined by the Investment Manager from time to time. These criteria will be reviewed and applied on an ongoing basis and integrated as part of the quantitative investment process for stock and bond selection as well as portfolio construction. |
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Management | ||
Naam manager Aanvangsdatum | ||
Moritz Brand 31/05/2023 | ||
Manuela von Ditfurth 12/12/2017 | ||
Oprichtingsdatum 12/12/2017 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Euribor 3 Month EUR | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) EUR | 30/04/2024 |
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