Invesco Strategic ETF Tax Aware
These diversified portfolios target specific levels of risk and return using ETFs, while also providing exposure to tax-exempt income with high credit quality.
Multi-Manager
Offers rigorously vetted mutual funds and ETFs from Invesco and other leading asset managers to provide global expertise across asset classes.
Tax Aware
Provides exposure to tax-exempt income with high credit quality, along with less frequent rebalancing.
Cost Effective
Combines active, passive, and factor-based ETFs to optimize efficiency, minimize costs, and avoid overlapping exposures.
Target your optimal risk level
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:
| 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 |
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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 Active/Passive
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.
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MODEL PORTFOLIOS
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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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