Model Portfolios Pinnacle Total Beta

These diversified portfolios target specific levels of risk and return using ETFs.

Invesco Models Target your optimal risk level

The Pinnacle Total Beta Series offers core ETF portfolios designed using strategic long-term asset class allocations based on our long-term capital market assumptions. The lineup includes a range of potential solutions to suit an investor’s risk profile and return objective. See the holdings overview of the entire series' lineup or access the fact sheet for each individual portfolio.

Seeks to achieve higher risk-adjusted returns while maintaining target risk levels.

Strategically combines passive and factor-based ETFs to optimize efficiency, minimize costs, and avoid overlapping exposures.

Broad exposure across asset classes, factors, and managers.

Model name	Equity	Documents
Invesco Pinnacle Series: Total Beta 10 Portfolio	10%	Fact sheet
Invesco Pinnacle Series: Total Beta 20 Portfolio	20%	Fact sheet
Invesco Pinnacle Series: Total Beta 30 Portfolio	30%	Fact sheet
Invesco Pinnacle Series: Total Beta 40 Portfolio	40%	Fact sheet
Invesco Pinnacle Series: Total Beta 50 Portfolio	50%	Fact sheet
Invesco Pinnacle Series: Total Beta 60 Portfolio	60%	Fact sheet
Invesco Pinnacle Series: Total Beta 70 Portfolio	70%	Fact sheet
Invesco Pinnacle Series: Total Beta 80 Portfolio	80%	Fact sheet
Invesco Pinnacle Series: Total Beta 90 Portfolio	90%	Fact sheet
Invesco Pinnacle Series: Total Beta Equity Portfolio	100%	Fact sheet
Invesco Pinnacle Series: Total Beta Income Portfolio	0%	Fact sheet

10% EQUITY Invesco Pinnacle Series: Total Beta 10 Portfolio

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20% EQUITY Invesco Pinnacle Series: Total Beta 20 Portfolio

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30% EQUITY Invesco Pinnacle Series: Total Beta 30 Portfolio

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40% EQUITY Invesco Pinnacle Series: Total Beta 40 Portfolio

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50% EQUITY Invesco Pinnacle Series: Total Beta 50 Portfolio

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60% EQUITY Invesco Pinnacle Series: Total Beta 60 Portfolio

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70% EQUITY Invesco Pinnacle Series: Total Beta 70 Portfolio

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80% EQUITY Invesco Pinnacle Series: Total Beta 80 Portfolio

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90% EQUITY Invesco Pinnacle Series: Total Beta 90 Portfolio

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100% EQUITY Invesco Pinnacle Series: Total Beta Equity Portfolio

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0% EQUITY Invesco Pinnacle Series: Total Beta Income Portfolio

View fact sheet

Explore other portfolios

Check out other models designed for investors seeking to efficiently build a core portfolio that targets a desired level of risk.

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.

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 II 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 II 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. For more complete information about our separately managed portfolio, please contact your financial advisor.

Invesco Vision, designed by the Invesco Solutions team, is a decision support system that combines analytical and diagnostic capabilities to foster better portfolio management decision-making. By helping investors and researchers better understand portfolio risks and
trade-offs, it helps to identify potential solutions best aligned with their specific preferences and objectives. The Invesco Vision tool can be used in practice to develop solutions across a range of challenges encountered in the marketplace.

Invesco Solutions develops Capital Market Assumptions (CMAs) that provide long-term estimates for the behavior of major asset classes globally. The CMAs, which are based on a 10-year investment time horizon, are intended to guide these strategic asset class allocations.

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Model Portfolios Pinnacle Total Beta

Invesco Models Target your optimal risk level

Risk-adjusted returns

Cost-efficient

Diversified

10% EQUITY Invesco Pinnacle Series: Total Beta 10 Portfolio

20% EQUITY Invesco Pinnacle Series: Total Beta 20 Portfolio

30% EQUITY Invesco Pinnacle Series: Total Beta 30 Portfolio

40% EQUITY Invesco Pinnacle Series: Total Beta 40 Portfolio

50% EQUITY Invesco Pinnacle Series: Total Beta 50 Portfolio

60% EQUITY Invesco Pinnacle Series: Total Beta 60 Portfolio

70% EQUITY Invesco Pinnacle Series: Total Beta 70 Portfolio

80% EQUITY Invesco Pinnacle Series: Total Beta 80 Portfolio

90% EQUITY Invesco Pinnacle Series: Total Beta 90 Portfolio

100% EQUITY Invesco Pinnacle Series: Total Beta Equity Portfolio

0% EQUITY Invesco Pinnacle Series: Total Beta Income Portfolio

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Pinnacle Hybrid Plus Multi-Manager

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