Fund info

Invesco Global Allocation Fund Class R is a mutual fund designed to provide a balanced approach to investing by allocating assets across a broad spectrum of global securities. Its primary objective is total return, combining both capital appreciation and income generation. The fund employs a multi-asset strategy, investing in equities, fixed income, and cash instruments from markets worldwide. This diversified blend is intended to balance potential growth with risk mitigation, appealing to investors seeking moderate volatility and long-term growth. The fund is managed by a team employing fundamental analysis and a bottom-up security selection process, targeting value opportunities across all market capitalizations. As of June 2025, the fund holds a substantial portfolio of approximately 286 securities and manages over $1 billion in assets. It fits within the global moderate allocation category, meaning that its exposure to equities typically ranges between 50% and 70%, with the remainder in fixed income and cash. Through its global diversification, the fund aims to capture opportunities in both developed and emerging markets while managing risks associated with interest rates, credit, and currency fluctuations.