ILAAX

About ILAAX

The Invesco Income Allocation Fund R5 is a multi-asset mutual fund designed with the primary goal of generating current income, while also seeking long-term capital growth as a secondary objective. The fund employs a diversified, fund-of-funds strategy, allocating approximately 60% to 70% of its assets to underlying funds that focus on fixed-income securities, with the remaining 30% to 40% invested in underlying funds targeting equity securities, which include real estate investment trusts (REITs) and dividend-generating stocks. This balanced allocation aims to provide stability through bond exposure while capturing income and growth opportunities from equities. Notable features of the fund include a sizeable asset base, a monthly dividend distribution schedule, and a history dating back to its inception in 2005. Its portfolio spans multiple sectors such as communication, energy, basic materials, and utilities, further enhancing diversification. The fund plays a significant role for investors seeking steady income and potential portfolio growth within a single, professionally managed solution that responds to changing market opportunities.