Pool seeks consistent returns in different
economic environments
TORONTO, July 18, 2017 /CNW/ - Since the financial crisis
of 2008–09, the global economic recovery has largely been fuelled
by accommodative monetary policy. Exceptionally low interest rates
have reduced market volatility around the world while also driving
up prices for virtually all asset classes.
More recently, interest rates have begun to edge higher in both
the U.S. and Canada. As monetary
policies continue to evolve, it is increasingly evident that
historically easy monetary conditions are slowing. If
fundamentals, rather than liquidity, begin to drive share prices,
investors may soon face increased volatility. In this scenario,
uncertainty has become a dominant investment theme.
Recognizing that economic shifts are difficult to predict,
Invesco Canada today announced the launch of Invesco Balanced-Risk
Allocation Pool, Series F (the "Pool"), which is available for sale
to individuals who qualify as accredited investors.
The Pool is an actively managed, multi-asset portfolio that aims
to deliver a positive total return to investors with a
low-to-moderate correlation to traditional financial market
indices.
The Pool is managed by the Atlanta-based Invesco Global Asset Allocation
(GAA) team,1 led by Chief Investment Officer
Scott Wolle. Each of the team's
senior members has more than 20 years of industry experience. The
team has managed the strategy in the U.S. since 2008. Since then,
its global assets have surpassed US$17
billion.2
The portfolio managers use a risk-premium-capture strategy that
seeks to generate returns by investing in equity, fixed-income and
commodity markets using a long-only, risk-balanced investment
process.
The primary focus is to build a portfolio that may perform well
in diverse economic environments – recessionary, non-inflationary
growth and inflationary growth – while balancing the amount of risk
contributed by its exposure to equity, fixed-income and commodity
allocations.
"Increasingly, alternative investments are being used to
insulate and protect portfolios from traditional equity and
interest-rate risk," said Scott
Newman, Vice President and Team Lead, Global Investment
Strategies, Invesco Canada. "This adoption continues to grow with
many institutional investors around the world, and we are pleased
to offer the Pool to accredited retail investors to allow access to
true risk-parity investing."
The Pool is the second alternative offering Invesco Canada has
made available to accredited investors who work with a fee-based
broker, following the launch of Invesco Global Targeted Returns
Pool, Series F on June 1, 2016.
For more information, please visit invesco.ca. You can
also connect with Invesco Canada on Twitter (@InvescoCanada),
LinkedIn, Facebook or through the Invesco Canada blog.
1 The GAA team is part of Invesco Advisers, Inc.,
which is the sub-advisor to Invesco Balanced-Risk Allocation Pool,
Series F.
2 As at March 31,
2017.
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.
Management fees, expenses and fees payable to your financial
advisor or dealer may all be associated with pooled fund
investments. Pooled funds are not guaranteed, their values change
frequently and past performance may not be repeated. Please read
the offering memorandum before investing. Copies are available from
your advisor or Invesco Canada Ltd.
Series F is available only to eligible investors who have
fee-based accounts with their dealer and whose dealer has signed an
Invesco Series F dealer agreement with Invesco Canada.
Invesco® and all associated trademarks are trademarks
of Invesco Holding Company Limited, used under licence.
© Invesco Canada Ltd., 2017
SOURCE Invesco Canada Ltd.