Overview
Invesco Select Balanced Risk Allocation is one of the portfolios that make up Invesco Select – an umbrella fund designed to allow shareholders to switch between other share classes without triggering a capital gains charge (NB while this works at the moment please bear in mind that HMRC can change their minds).
The Balanced Risk Portfolio aims to provide shareholders with an attractive total return in differing economic and inflationary environments, and with low correlation to equity and bond market indices by gaining exposure to three asset classes: debt securities, equities and commodities.
The fund’s website can be found here.
Research History
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07 Aug 2019 5 min read
QuotedData’s economic roundup – August 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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14 Sep 2018 2 min read
QuotedData’s Economic round up – September 2018
QuotedData’s Economic round up – September 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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13 Mar 2018 1 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
News
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28 Mar 2024 2 min read
QuotedData’s morning briefing 28 March 2024 – IVPB, IVPG, IVPM, IVPU, RIII, TENT, DGI9, HOME, BHMG, BHMU, ESO, SMIF, SONG
In QuotedData’s morning briefing 28 March 2024: Not enough shareholders of Invesco Select Trust (IVPB / IVPG / IVPM / IVPU) voted on the plan to merge the four asset classes into just the global equity income class. The percentage voting requirement to get the deal approved has been relaxed and the timetable pushed back. […]
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15 Feb 2024 1 min read
QuotedData’s morning briefing 15 February 2024 – RKW, IVPG, IVPE, IVPM, IVPB, HOME
In QuotedData’s morning briefing 15 February 2024 Invesco Select (IVPG / IVPE / IVPM / IVPB) has published a circular in connection with its plan to merge its share classes into the global equity income pool. Nothing seems to have changed from the original proposal. Holders of the managed liquidity and balanced risk classes can […]
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22 Dec 2023 3 min read
QD – review of the year
This is the last of our weekly emails for 2023. We hope that you have been finding them useful. We will be publishing our annual roundup in January. Ahead of that however, I thought it might be worth pulling out a few of the year’s highs and lows. In January, China’s market shone as hopes […]
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14 Dec 2023 3 min read
Invesco Select will no longer provide a selection
The board of Invesco Select Trust has reviewed the company and its strategy, with the objective of broadening the appeal of the company as well as improving liquidity and narrowing the discount. It intends to put forward proposals to shareholders to simplify the corporate structure and to introduce certain features that it believes will appeal […]
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02 Aug 2023 3 min read
Invesco Select’s results tells a mixed story
Invesco Select has published its annual report for the period ending 31 May 2023. As a reminder, Invesco select has four different share classes, UK Equity Shares, Global Equity Income Shares, Balanced Risk Allocation Shares and Managed Liquidity Shares, each of which has its own separate portfolio of assets and attributable liabilities. UK Equity Income […]
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04 Aug 2022 7 min read
Invesco Select results a mixed bag
Generally, Invesco Select Trust’s various asset class portfolios had a mixed financial year to end May 2022. The global equity income portfolio beat its benchmark, returning 9.6% in NAV terms relative to 7.4% for the MSCI World Index. However its share price return was 4.4%, reflecting a widening discount. The UK equity portfolio, which returned […]
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06 Aug 2021 2 min read
Outperformance from all four of Invesco Perpetual Select portfolios
Invesco Perpetual Select has published its annual results for the year ended 31 May 2021, which show outperformance from all four of its portfolios of their benchmarks during the year. The announcement includes the following highlights: All four portfolios delivered positive outperformance over the period. Dividends rose to 6.65p per UK Equity Share and 7.10p […]
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16 Feb 2021 1 min read
QuotedData’s morning briefing 16 February 2021
In QuotedData’s morning briefing 16 February 2021: GCP Student Living (DIGS) has terminated WeWork’s lease on the commercial space at Scape Shoreditch. The 50,000 sq ft Grade A space is just a two-minute walk from Old Street Underground. WeWork had £2.3m of rent arrears up to the end of 2020. GCP Student Living has collected £3.1m […]
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08 Feb 2021 3 min read
QuotedData’s morning briefing 8 February 2021
In QuotedData’s morning briefing 8 February 2021 – Gabelli Value Plus+ (GVP) announced that it intends to convene a general meeting in July 2021 to consider a continuation vote resolution followed by a special resolution to place the company in members’ voluntary liquidation. GVP’s largest shareholder, Associated Capital Group, has irrevocably undertaken to abstain from […]
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03 Aug 2020 2 min read
QuotedData’s morning briefing 3 August 2020
In QuotedData’s morning briefing 3 August 2020: Fidelity Japan (FJV) reported interim results to 30 June 2020. The trust’s NAV increased by 2.3% in sterling terms, which FJV noted was ahead of its reference index which returned (0.8%) and the average of the peer group which returned 0.7%. Manager, Nicholas Price, notes that: “Japan continues to […]
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05 Feb 2020 3 min read
Invesco Perpetual Select risk assets outperform over interim period
Invesco Perpetual Select risk assets outperform over interim period – Invesco Perpetual Select has published its interim results for the six months to 30 November 2019. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company’s share capital comprises […]
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31 Jul 2019 1 min read
QuotedData’s other news 31 July 2019
In QuotedData’s other news 31 July 2019: The multi-asset fund, Tetragon Financial Group (TFG) reported half-year results to 30 June 2019; total return NAV was up 14.3%. The company’;s allocation to TFG Asset Management (which owns Tetragon’s private equity investments in asset management companies) generated the largest gains in the portfolio during the period. We also […]
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3 min read
Invesco Perpetual Select risk assets underperform
Invesco Perpetual Select risk assets underperform – Invesco Perpetual Select has published its full annual report for the year ending 31 May 2019. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company’s share capital comprises four share classes, each […]
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01 Aug 2018 2 min read
Invesco Perpetual Select reports a mixed bag of results
Invesco Perpetual Select reports a mixed bag of results – Invesco Perpetual Select has published its full annual report for the year ending 31 May 2018. But first, a bit more on the company: The company’s investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive […]
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29 Jul 2016 4 min read
Invesco Perpetual Select results
Invesco Perpetual Select has published its annual report for the year that ended on 31 May 2016. The NAV total return of the UK Equity Portfolio over the year was -1.4%, which compares with the total return of -6.3% posted by the FTSE All-Share Index. The NAV total return of the Global Equity Income Portfolio over […]
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03 Sep 2014 1 min read
Invesco Perpetual Select Trust cuts fees
IVPU IVPG : Invesco Perpetual Select Trust cuts fees The Board of Invesco Perpetual UK Select Trust, chaired by Patrick Gifford (pictured), has announced amendments to its management agreement with Invesco. The annual management fees on the UK Equity and Global portfolios are falling from 0.75% to 0.65% per annum. Also the maximum performance fee payable in […]
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01 Aug 2014 1 min read
Invesco Perpetual Select Trust Balanced Risk portfolio : IVPB – finals
The Invesco Perpetual Select Trust Balanced Risk portfolio, managed by Scott Wolle (pictured), generated a total return on net assets of 5.5% over the year that ended on 31 May 2014. Its discount widened however so that the return to shareholders was 4.5%. The net asset return matched the return on 3 month LIBOR+5%. The biggest […]
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1 min read
Invesco Perpetual Select Trust Global Equity Income portfolio : IVPG – finals
The Invesco Perpetual Select Trust Global Equity Income portfolio (managed by Nick Mustoe – pictured) generated a total return on net assets of 9.1% over the year that ended on 31 May 2014. Its discount widened however so that the return to shareholders was 8.3%. This was still better than the return on the MSCI […]
