Prebuilt model portfolios

Whether you’re seeking to build a core portfolio for a targeted level of risk or complement your core with specific exposures, we offer a range of efficient, rigorously crafted solutions for a multitude of objectives.

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Model adoption allows you to free up capacity to grow your practice while spending your valuable time deepening client relationships.

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These core solutions are designed for investors seeking diversified portfolios that aim to outperform benchmarks throughout a full market cycle. Each target risk model offers broad diversification across investment styles and asset classes, providing cost-efficient solutions. Using the same portfolio construction techniques as those used for our most sophisticated institutional investors, these models cater to various risk profiles and return objectives within established target risk levels.¹

Model series	Underlying funds¹	# of risk levels²	Expense ratio range³	Investment style⁴	Special objectives⁵	Inception date⁶
Dynamic Active/Passive	ETF and mutual fund	5	0.28 – 0.38%	Passive, Active, Factor	—	10/1/2018
Dynamic ETF	ETF	11	0.17 – 0.22%	Passive, Active, Factor	—	10/1/2017
Dynamic UCITS ETF	UCITS ETFs	6	0.15 – 0.17%	Passive, Factor	—	6/30/2025
Strategic ETF	ETF	11	0.17 – 0.24%	Passive, Active, Factor	—	10/1/2017
Strategic ETF Tax-Aware	ETF	9	0.13 – 0.26%	Passive, Active, Factor	Tax aware	10/1/2017
Strategic Focused ETF	ETF	4	0.22 – 0.24%	Passive, Active, Factor	—	10/1/2017
Strategic Active	Mutual fund	5	0.51 – 0.71%	Active	—	10/1/2018
Strategic Active/Passive Tax-Aware	ETF and mutual fund	5	0.40 – 0.56%	Passive, Active, Factor	Tax aware	10/1/2017

1
Underlying funds: Our models use mutual funds, exchange-traded funds (ETFs), or a combination (hybrid). We determine the most efficient mix of fund types for each objective.
2
Risk level: Each target-risk model series includes between four and 11 levels of risk and is tailored for a specific objective, from capital preservation and income to aggressive growth.
3
Weighted average expenses: This is the range of operational expenses of the underlying holdings for each of the model series, as of June 30, 2025.
4
Investment style: Our models use funds that seek to match the benchmark returns (passive), beat the benchmark (active), or provide exposure to smart beta or other factors — or a combination of these investment styles.
5
Special objectives: Several of our models are tailored for specific objectives, such as favoring companies with higher environmental, social, and governance (ESG) scores or seeking to minimize capital gains and other taxable income.
6
Inception date: This is the starting date for the model series and its performance.

These models are designed for investors seeking to complement their existing core portfolio by adding specific exposures that are crafted for precise objectives.

Model series	Description	Underlying funds¹	# of maturity bands/ styles²	Expense ratio range³	Investment style⁴	Asset class exposure⁵	Inception date⁶
BulletShares Corporate	Laddered bond models that seek to generate income and manage interest rate risk.	ETF	4	0.10%	Passive	Laddered corporate bond ETFs	1/1/2020
Bulletshares High Yield Corporate	Laddered high yield bond models that seek to generate income and manage interest rate risk.	ETF	3	0.41%	Passive	Laddered high yield corporate bond ETFs	6/28/2024
BulletShares Municipal	Laddered bond models that seek to generate tax-free income.	ETF	4	0.18%	Passive	Laddered municipal bond ETFs	1/1/2020
International Diversification	Designed to help offset US home-country bias.	ETF and mutual fund	2	0.59 – 0.62%	Active, Passive	Developed non-US and emerging markets	5/1/2018
Dynamic U.S. Factor Rotation	Seeks to outperform by dynamically allocating to various factors depending on the market regime.	ETF	1	0.18%	Factor	US equity factors	2/28/2018

1
Underlying funds: Our models use mutual funds, exchange-traded funds (ETFs), or a combination (hybrid). We determine the most efficient mix of fund types for each objective.
2
Maturity band/style: Each completion models series includes between one and four maturity bands or styles. BulletShares series are based on the maturity dates 0-3 years, 0-5 years, 0-7 years and 0-10 years. The International Diversification and the Dynamic U.S. Factor Rotation series are managed according to specific investment styles.
3
Weighted average expenses: This is the range of operational expenses of the underlying holdings for each of the model series, as of 12/31/24.
4
Investment style: Our models use funds that seek to match the benchmark returns (passive), beat the benchmark (active), or provide exposure to smart beta or other factors — or a combination of these investment styles.
5
Asset class exposure: These are the asset classes or types of investments used in each series to meet its specific objective.
6
Inception date: This is the starting date for the model series and its performance.

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Model portfolios

Invesco model portfolios are crafted to support your practice and enhance client outcomes, whether you prefer a standardized or customized approach.

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Turn our expertise into your edge with co-branded, co-developed customizable model portfolios supported by an ongoing, full-service partnership.

Portfolio consultations

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Invesco does not offer tax advice. Investors should consult their own tax professionals for information regarding their own tax situations.

Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index-based methodology that seeks to outperform a benchmark or reduce portfolio risk, or both in active or passive vehicles. Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss.

With respect to Invesco Advisers, Inc. (“Invesco”) model portfolios, Invesco intends to allocate a significant percentage of the portfolio to funds for which Invesco and/or its affiliates serve as investment manager (“Invesco Affiliated Funds”). Clients will indirectly bear fund expenses as shareholders for their account assets allocated to Invesco Affiliated Funds and funds for which Invesco and/or its affiliates do not receive compensation. For client account assets allocated to the Invesco Affiliated Funds, fees will be received by Invesco and/or its affiliates directly from the respective Invesco Affiliated Fund. These compensation arrangements create a conflict of interest relating to Invesco’s selection of funds (including from among the Invesco Affiliated Funds) for the strategy and the receipt of potentially higher compensation based on the selection. Invesco has an incentive to select Invesco Affiliated Funds for the strategy, including Invesco Affiliated Funds with higher expenses, over other funds (including other Invesco Affiliated Funds) with lower expenses because the fees that Invesco and/or its affiliates receive for client account assets in the Invesco Affiliated Funds are their compensation with respect to the strategy. This conflict of interest may result in a strategy that achieves a level of performance, or reflects higher fees, less favorable to the strategy than otherwise would be the case if Invesco did not allocate to an Invesco Affiliated Fund.

The Invesco models are overseen by the Invesco Solutions team. The team is a part of Invesco Advisers, Inc., an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. It is an indirect, wholly owned subsidiary of Invesco Ltd.

The Investment Advisers Act of 1940 requires investment advisory firms, such as Invesco Advisers, Inc. to file and keep current with the Securities and Exchange Commission a registration statement of Form ADV. Part 2 of Form ADV contains information about the background and business practices of Invesco Advisers,
Inc. Under the Commission’s rules, we are required to offer to make available annually Part 2 of Form ADV to our clients along with our privacy policy. Accordingly, if you would like to receive a copy of this material, please write to: Invesco Advisers, Inc., Managed Accounts Operations Department, 11 Greenway Plaza, Suite 1000, Houston, Texas 77046.

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