The Invesco Strategic ETF Tax-Aware Portfolios utilize strategic long-term asset class allocations to produce diversified, tax-sensitive portfolios that aim to outperform the benchmark throughout a full market cycle. With multiple risk levels in the suite, there are 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.
Offers rigorously vetted mutual funds and ETFs from Invesco and other leading asset managers to provide global expertise across asset classes.
Provides exposure to tax-exempt income with high credit quality, along with less frequent rebalancing.
Combines active, passive, and factor-based ETFs to optimize efficiency, minimize costs, and avoid overlapping exposures.
| Model name | Equity holding | Fixed income holding | Documents |
|---|---|---|---|
| Invesco Strategic ETF Tax Aware 0/100 Portfolio | 0% | 100% | N/A |
| Invesco Strategic ETF Tax Aware 10/90 Portfolio | 10% | 90% | N/A |
| Invesco Strategic ETF Tax Aware 20/80 Portfolio | 20% | 80% | Fact sheet |
| Invesco Strategic ETF Tax Aware 30/70 Portfolio | 30% | 70% | Fact sheet |
| Invesco Strategic ETF Tax Aware 40/60 Portfolio | 40% | 60% | Fact sheet |
| Invesco Strategic ETF Tax Aware 50/50 Portfolio | 50% | 50% | Fact sheet |
| Invesco Strategic ETF Tax Aware 60/40 Portfolio | 60% | 40% | Fact sheet |
| Invesco Strategic ETF Tax Aware 70/30 Portfolio | 70% | 30% | Fact sheet |
| Invesco Strategic ETF Tax Aware 80/20 Portfolio | 80% | 20% | Fact sheet |
Get insight into the institutional-caliber investment thinking and latest ideas that fuel our portfolio construction.
Check out other models designed for investors seeking to efficiently build a core portfolio that targets a desired level of risk.
Offers core portfolios of mutual funds and ETFs 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.
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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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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