PLV.TO
Invesco Low Volatility Portfolio
PLV.TO
25,11
0,02 Bil. AUM
0,5% Expense Ratio
25,00 NAV
Invesco Low Volatility Portfolio Profile
About Invesco Low Volatility Portfolio
The fund is a fund-of-funds that provides exposure to low-volatility securities or those that have low standard deviation of returns compared to their respective broader markets. Investing primarily in Invescos low-volatility ETFs, the fund has a static fixed income allocation of 30% to Invesco 1-5 Year Laddered Investment Grade Corporate Bond Index ETF (PSB). The portfolio securities are selected using a quantitative portfolio construction model that starts with an allocation of 30% to Canadian fixed income and 70% to global low-volatility equity. Specifically, 20% Canadian equities and 50% global equities. The model limits the funds exposure to emerging market and small/mid-cap US equities to 7% each. On a monthly basis, the fund may rebalance its equity portion and may deviate from its target allocations.
- Company
- Invesco
- Holdings
- 0
- CUSIP
Invesco Low Volatility Portfolio Sectors
| Industry | Percentage |
|---|---|
| Financial Servic | 27,34% |
| Industrials | 14,69% |
| Consumer Defensi | 10,88% |
| Utilities | 9,58% |
| Real Estate | 8,85% |
| Energy | 6,97% |
| Communication Se | 6,53% |
| Consumer Cyclica | 4,70% |
| Healthcare | 4,15% |
| Technology | 3,53% |
| Basic Materials | 2,76% |
| Cash & Others | 0,02% |