About IPARX
Voya Global Perspectives Portfolio Class A is a global allocation mutual fund designed to provide total return by investing in a diversified mix of underlying funds. Its primary purpose is to deliver balanced exposure across global equity and fixed income markets, with approximately 60% of assets allocated to equity-oriented funds and 40% to debt-oriented funds, including U.S. and international securities. The portfolio strategically includes investments in large-cap, mid-cap, and small-cap equities, global bonds, U.S. bond indexes, emerging markets, and global real estate, resulting in broad diversification by asset class, sector, and geographic region.
A defining characteristic of the fund is its transparent, rules-based asset allocation process. The investment team applies a disciplined allocation signal based on year-over-year earnings growth for the S&P 500, adjusting the portfolio's stance between base and defensive postures depending on underlying fundamentals. This approach aims to minimize investor behavior biases and reduce trading costs while capturing global growth opportunities. The fund plays a role in helping investors mitigate unnecessary risk, avoid concentration in any single market segment, and achieve more consistent, long-term outcomes through systematic global diversification.
Fund Family Voya
Stock Exchange NASDAQ
Ticker Symbol IPARX
Share Class Class Adv
Index S&P Target Risk Growth TR
IPARX had a total return of 9.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.38%.
