About QOPYX
Invesco Multi-Strategy Fund Class Y is a multi-alternative mutual fund designed to deliver total return by employing a broad range of investment strategies across global markets. The fund integrates exposure to various asset classes, including equities, fixed income, commodities, and currencies, and uses both long and short positions to adjust for changing market conditions. A distinguishing feature of the fund is its flexible allocation approach, which draws upon both fundamental top-down and bottom-up analysis to select investments with strong risk-adjusted return potential. The portfolio is diversified across sectors and capitalizations, with significant allocations to instruments such as managed futures, convertible securities, sovereign debt, asset-backed securities, and high-yield credit, as well as key equity holdings in major technology and consumer companies like Apple, Nvidia, and Microsoft.
The fund aims for low volatility and reduced correlation to traditional market benchmarks, making it a potential diversifier within a larger portfolio. Managed by a team of experienced portfolio managers, it benchmarks its performance primarily against the HFRX Global Hedge Fund Index, reflecting its multi-strategy, alternative nature. Established in 1996 (Class Y inception), the fund is primarily available to certain institutional and retirement plan investors and is part of Invesco’s commitment to providing sophisticated multi-strategy solutions for varied market environments.
Fund Family Invesco
Category Multistrategy
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol QOPYX
Index Index is not available on Lipper Database
QOPYX had a total return of 5.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.43%.
