Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (IVPB.L)
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Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (IVPB.L) — VMCI valuation read
The headline on Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (IVPB.L) is a 46/100 VMCI score, set against a Financial Services sector median of 50. That 4-point below-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value drag is in the data.
IVPB.L insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** IVPB.L trades at 15.0x earnings, 17% below the Financial Services median of 18.0x sets the value side. ROIC of 11.0% sits 1.0pp above the Financial Services median (10.0%) sets the quality side. Net debt to EBITDA of -1.2x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on IVPB.L.
IVPB.L fell 2.9% over the trailing 7 days, with a +7.8% read on a 30-day basis.
Invesco Perpetual Select Trust plc - Balanced Risk Share Portfolio is a multi-asset mutual fund launched and managed by Invesco Fund Managers Limited. The fund is co-managed by Invesco Asset Management Limited. It invests in the public equity, fixed income and commodities markets across the globe. The fund benchmarks the performance of its portfolio against the FTSE World Index World. It invests in stocks of companies across diversified sectors. The fund was formerly known as Invesco Perpetual Select Trust plc - Hedge Fund Share Portfolio. Invesco Perpetual Select Trust plc - Balanced Risk Share Portfolio was formed in November 23, 2006 and is domiciled in the United Kingdom.
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