IBRFX

About IBRFX

The Invesco Balanced-Risk Commodity Strategy Fund Class R6 is an actively managed mutual fund focused on providing total return through diversified exposure to global commodity markets. Its primary function is to balance risk across major commodity sectors—including agriculture, energy, industrial metals, and precious metals—by employing a risk-managed, benchmark-agnostic approach. The fund seeks to capture long-term drivers of return in the commodity space by emphasizing sources of return often overlooked by traditional benchmarks, such as term structure opportunities, optimal roll yield, and tactical reallocations among commodities. The portfolio is broadly diversified and features systematic, rules-based rebalancing to maintain adaptability to changing market conditions. Notably, it invests in derivatives and commodity-linked instruments, with a substantial portion allocated to cash and cash equivalents for liquidity management. Serving institutional and sophisticated investors, the fund's strategy aims to enhance portfolio diversification and potentially provide a hedge against inflation, playing a distinct role in diversified investment portfolios seeking commodity exposure and risk-adjusted returns.