The Invesco Peak Index ("the Index") is a multi-asset, target volatility index. The Index provides exposure to equities with a focus on high-quality companies and to fixed income through US 2- and 10-year Treasury bonds. Asset class allocation is dynamically updated daily to seek to provide a consistent volatility profile of 5%.
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Index Level | 1 Day (%) | MTD (%) | QTD (%) | YTD (%) | |
---|---|---|---|---|---|
Excess Return | |||||
Invesco Peak Index - ER | 2793.02 | 0.03 | -0.27 | -0.27 | 0.45 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | -2.14 | 2.61 | 0.32 | 3.23 |
Constituent | Weight (%) | Sector |
---|---|---|
NVIDIA Corp | 7.18 | Technology |
Alphabet Inc | 6.55 | Technology |
Apple Inc | 6.25 | Technology |
Meta Platforms Inc | 5.13 | Technology |
AbbVie Inc | 4.10 | Healthcare |
Mastercard Inc | 3.26 | Technology |
Booking Holdings Inc | 2.85 | Cons Cyclicals |
General Motors Co | 2.15 | Cons Cyclicals |
Goldman Sachs Group Inc/The | 2.12 | Financials |
American Express Co | 2.10 | Financials |
Number of Constituents: 218 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 4533894.00 |
Min Market Cap | 3288.21 |
Mean Market Cap | 100335.75 |
Median Market Cap | 20166.51 |
Holdings | % of total net assets |
---|---|
Technology | 40.79156 |
Cons Cyclicals | 12.050948 |
Financials | 10.848502 |
Healthcare | 10.617174 |
Industrials | 9.121148 |
Cons Non-Cyclicals | 4.35416 |
Utilities | 3.935976 |
Real Estate | 3.908287 |
Energy | 2.891702 |
Basic Materials | 1.480542 |
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