Invesco Balanced Multi-Asset Allocation ETF (PSMB)
BATS · ClosedEndIndexFund · CUSIP 46090A200
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Security Profile

Security Type
Index ETF
CUSIP
46090A200 (prev. 73935B821 )
Market Cap
Micro Cap · $1 Million
IPO
2/23/2017
Previous Name
PowerShares Balanced Multi-Asset Allocation Portfolio
Fund Description: Invesco Balanced Multi-Asset Allocation ETF, formerly PowerShares Balanced Multi-Asset Allocation Portfolio is an actively managed exchange-traded fund or Actively Managed ETF which is a separate investment portfolio of the Invesco Actively Managed Exchange-Traded Fund Trust, formerly Powershares Actively Managed Exchange-Traded Fund Trust, an open-ended investment management company. INVESTMENT OBJECTIVE: The Invesco Balanced Multi-Asset Allocation ETF seeks to provide current income and capital appreciation by allocating through a balanced investment style that seeks to maximize diversification potential. The Fund is an actively managed ETF and thus does not seek to replicate the performance of a specific index. Rather, the sub-adviser has discretion on a daily basis to actively manage the Fund’s portfolio in accordance with the Fund’s investment objective. FUND STRATEGY: The Fund is a fund of funds, meaning that it invests its assets in the shares of other exchange-traded funds, rather than in securities of individual companies. The Fund's target allocation of total assets: 50% to 70% in equity ETFs, 30% to 50% in fixed income ETFs and 10% to 25% in underlying ETFs that invest in foreign stocks and bonds as well as American depositary receipts (ADRs) and global depositary receipts (GDRs). The sub-adviser selects investments based on quantitative and qualitative criteria to strategically allocate across broad asset classes and factors within those classes. FUND MANAGEMENT: Invesco Capital Management LLC serves as the investment adviser to the Fund.
Notes: April 24, 2018 -- Invesco announced it is retiring the PowerShares brand as of June 4, 2018. The ETFs currently trading under the PowerShares name will be rebranded as Invesco Funds at https://www.invesco.com/portal/site/us/investors/home/

Company Contact

Headquarters
3500 Lacey Road, Suite 700, Downers Grove, IL 60515
Phone
630-933-9600 · Toll-Free 800-983-0903
Investor Relations
800-983-0903 · info@invesco.com
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