Invesco Balanced-Risk Commodity

An actively managed strategy that targets return sources that are unique to the asset class through broad and liquid direct commodity exposure

Why this strategy

Passive commodity exposures typically minimize or ignore sources of return unique to commodities, resulting in sub-optimally managed portfolios. Through multiple structural and tactical sources of commodity returns, the strategy provides the ability to outperform passive benchmarks in both up and down markets.

How we do it

This strategy pursues strategic returns through term structure weighting and equal risk contribution, while tactical shifts (directional and relative) and optimal contract selection help match the overall portfolio to the prevailing environment. The entire portfolio is implemented through a systematic, rules-based process that is measurable and repeatable.