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.
Fund Family Invesco
Category Commodities Broad Basket
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IBRFX
Share Class Class R6
Index Bloomberg Commodity TR
IBRFX had a total return of 21.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.04%.
