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Invesco Intactive Portfolios

Invesco Intactive Portfolios employ a proprietary asset-allocation strategy designed to overcome some of the key challenges of traditional portfolio construction.

Key Information

Prepare for different economic environments and capitalize on near-term market opportunities

Strategically blend traditional mutual funds and ETFs

Access global opportunities with less currency risk

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Invesco Intactive Portfolios

Invesco Intactive Portfolios are built on the principle that one of the best ways to build wealth is to avoid large market losses.

Duration: 3:32

Video transcript

  • Invesco Intactive Portfolios are built on the principle that one of the best ways to build wealth is to avoid large market losses. Learn more about the Invesco Intactive TM philosophy.

    Welcome to Invesco Intactive TM , the next generation of managed portfolios. Intactive portfolios are built on the principle that one of the best ways to build wealth is to avoid large market losses.

    When an investment declines, the impact is far greater than an equivalent gain. For example, a 50% loss would require a 100% gain to bring you back to the breakeven point.

    Traditional diversification strategies often fail to reduce risk. A typical 60-40 mix of stocks and bonds may still have a large proportion of its risk allocated to stocks. A sudden downturn in the stock market could result in serious investor loss.

    We challenge traditional notions of risk.

    Invesco Intactive Portfolios challenge traditional wisdom by profoundly rethinking how different investment interact. The Invesco Global Asset Allocation team seeks a better balance of risk, rather than maintaining a simple balance of stocks and bonds.

    Our philosophy is clear: Be prepared.

    Economic conditions are hard to predict. By taking a more balanced approach to managing risk, we prepare our portfolios for multiple economic outcomes: periods of recession, inflationary growth and non-inflationary growth.

    There’s a better way to diversify.

    Each portfolio strategically includes investments that have historically performed well in major economic environments. In times of recession, long-term government bonds provide protection. Non- inflationary growth tends to favour stocks, while commodities and other non-traditional investments have historically gained in times of inflationary growth.

    We powerfully blend active and index-based investing.

    Intactive portfolios include both exchange-traded funds (ETFs) that provide low-cost targeted access to specific market segments, complemented by actively managed funds that seek to deliver superior risk- adjusted returns.

    Markets change. We adapt.

    The Invesco Global Asset Allocation team tactically shifts the asset mix of each portfolio to take advantage of market opportunities and/or to employ strategies to help protect your investment. You don’t have to worry that your investments are unresponsive to changing circumstances.

    Invesco Intactive Portfolios are engineered to build and protect wealth through changing economic environments. With a more balanced approach to risk, they may provide a smoother investment experience, helping to avoid the rollercoaster ride that can frustrate some investors.

    Having a straight forward, yet comprehensive strategy in place may help manage investment risks so you can feel secure about your savings.

    Invesco Intactive TM

    Important information: Invesco Intactive Accumulation Portfolios are Invesco Canada mutual funds that invest in a portfolio of underlying Invesco Canada mutual funds and exchange-traded funds. Tactical asset allocation strategies are used on a portion of the Invesco Intactive Accumulation Portfolios.

    Any statement that necessarily depends on future events may be a forward-looking statement. Forward- looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

    Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Copies are available from your advisor or from Invesco Canada Ltd.

    NA8942

Select a risk tolerance level that best matches your needs.

Diversified Income Balanced Income Balanced Growth Growth Maximum Growth
portfolio

Why invest? An income-focused portfolio that also seeks modest capital appreciation.

  • Strategically diversified by economic environment to help protect during inflation and recessions, while capitalizing during non-inflationary growth periods
  • Tactically adapts to potentially take advantage of near-term market opportunities
  • Provides exposure to both actively managed mutual funds and exchange-traded funds (ETFs)
Risk Level Low for Diversified Income

Who is the Invesco Global Asset Allocation team

The Invesco Global Asset Allocation team has a strong and clear strategy that can effectively adapt to different econmic environments. They are highly experienced in managing funds for retail and institutional investors, with expertise in asset allocation.

US$25B

in asset under management, for retail and institutional investors including some of the largest corporate, union and public pension plans

20+

Chief Investment Officer Scott Wolle has more than two decades of Investment industry experience and has been with Invesco since 1999

20+

Other portfolio managers can have more than 20 years of investment experience

Which one of our solutions fits your clients' need?

Take a look at

Invesco Intactive Portfolios

These portfolios are designed to:
  • Prepare for different economic outcomes
  • Strategically blend active and passive strategies
  • Capitalize on near-term market opportunities
  • Access global opportunities with less currency risk
Note: Approximately 50% of foreign-currency exposure is hedged to reduce the impact of currency fluctuations, with the ability to make active decisions to increase or decrease this hedge. Learn More
Take a look at

Invesco Portfolios

These portfolios are designed to:
  • Provide access to a diversified array of multi-asset investments using active, passive and factor affiliated strategies
  • Seek diversification and strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
Take a look at

Invesco Portfolios

These portfolios are designed to:
  • Provide access to a diversified array of multi-asset investments using active, passive and factor affiliated strategies
  • Seek diversification and strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
Take a look at

Invesco ETF Portfolios

These portfolios are designed to:
  • Provide cost-efficient access to multi-asset investments
  • Seek strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
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