Invesco Funds - Invesco Sustainable Allocation Fund A (Accumulation) USD HedgedRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30/04/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | - | - | -1,4 | 8,9 | 10,3 | |
+/-Cat | - | - | 7,1 | 2,3 | 5,6 | |
+/-Idx | - | - | 6,4 | -1,1 | 5,4 | |
Categorie: Mixfondsen USD Neutraal | ||||||
Benchmark: Morningstar EAA USD Mod Tgt... |
Kerngegevens | ||
Koers 17/05/2024 | USD 11,45 | |
Rendement 1 Dag | -0,30% | |
Morningstar Categorie™ | Mixfondsen USD Neutraal | |
ISIN | LU2401541888 | |
Grootte Fonds (Mil) 30/04/2024 | USD 108,16 | |
Grootte Fondsklasse (Mil) 17/05/2024 | USD 18,74 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 23/04/2024 | 1,20% | |
Gesloten voor nieuwe beleggers | nee |
Beleggingsdoelstelling: Invesco Funds - Invesco Sustainable Allocation Fund A (Accumulation) USD Hedged |
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 24/11/2021 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Euribor 3 Month EUR | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Invesco Funds - Invesco Sustainable Allocation Fund A (Accumulation) USD Hedged | 30/04/2024 |
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