Invesco Strategic Active/Passive Tax Aware
These diversified portfolios target specific levels of risk and return using both ETFs and mutual funds, while also providing exposure to tax-exempt income with high credit quality.
Multi-manager
Built using top-rated mutual funds and ETFs from Invesco and rigorously vetted third-party managers, providing access to global expertise in every segment.
Tax-aware
Provides exposure to tax-exempt income with high credit quality.
Diversified
Broad exposure across asset classes, factors, and managers.
Target your optimal risk level
The Invesco Strategic Active/Passive Tax Aware series offers core ETF and mutual fund 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:
| Model name | Equity holding | Fixed income holding | Documents |
|---|---|---|---|
| Invesco Strategic Active/Passive Tax Aware 0/100 Portfolio | 0% | 100% | N/A |
| Invesco Strategic Active/Passive Tax Aware 20/80 Portfolio | 20% | 80% | Fact sheet |
| Invesco Strategic Active/Passive Tax Aware 40/60 Portfolio | 40% | 60% | Fact sheet |
| Invesco Strategic Active/Passive Tax Aware 60/40 Portfolio | 60% | 40% | Fact sheet |
| Invesco Strategic Active/Passive Tax Aware 80/20 Portfolio | 80% | 20% | Fact sheet |
Access our expertise
Get insight into the institutional-caliber investment thinking and latest ideas that fuel our portfolio construction.
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Check out these other models designed for investors seeking to efficiently build a core portfolio that targets a desired level of risk.
MODEL PORTFOLIOS
Invesco Dynamic ETF
Offers core ETF portfolios designed using strategic long-term asset class allocations based on our long-term capital market assumptions combined with our shorter-term/tactical asset allocation process.
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MODEL PORTFOLIOS
Explore model portfolios
We offer a range of efficient solutions to help build a core portfolio for a targeted level of risk or complement your core with specific exposures.
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