MutualFundWire.com: Invesco Does Risk Parity Its Own Way
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Wednesday, September 11, 2013

Invesco Does Risk Parity Its Own Way


Invesco [profile] offers the Global Markets Strategy Fund, a risk parity fund with more flexibility, InvestmentNews' Jason Kephart writes. The fund gets 80 percent of its returns from tactical bets and 20 percent from asset allocation and it can go short if an asset class is headed toward tough times, Kephart writes.

The fund was up 4 percent year-to-date through September 6 in comparison to Vanguard [profile] Balanced Index Fund, a classic 60/40 portfolio and has a 10 percent return year-to-date, Kephart writes.

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