Fund info

The Invesco Global Allocation Fund Class A is a mutual fund designed to deliver a balanced approach to global investing. Its primary goal is to achieve total return by dynamically adjusting allocations between equities, fixed-income securities, and other investment instruments based on prevailing market and macroeconomic conditions. This fund employs a flexible, risk-aware strategy, leveraging a proprietary macroeconomic regime framework to actively manage exposure across developed and emerging markets, as well as various asset classes. A significant portion of its assets—at least 50%—are invested in undervalued common stocks, with remaining allocations directed toward global fixed income and alternative instruments to enhance diversification. The fund utilizes both Invesco's own active managers and multi-factor investing strategies to construct its portfolio, seeking to capitalize on both long- and short-term market opportunities while adapting to shifts in global risk cycles. As a globally diversified fund with hundreds of holdings, it plays a role as a core allocation for investors seeking cross-asset exposure, balancing the growth potential of equities with the income and stability of bonds. Its dynamic approach positions it to respond to ever-shifting financial markets, making it a significant player in the global allocation mutual fund category.