Invesco introduces new share classes for Invesco Global Markets Strategy Fund, increasing availability of liquid alternatives for financial advisors

Sep 04, 2013, 13:30 ET from Invesco

HOUSTON, Sept. 4, 2013 /PRNewswire/ -- With a growing demand for liquid alternative investment options, Invesco has launched a variety of share classes to provide financial advisors with greater access to Invesco Global Markets Strategy Fund for their clients.


Effective August 28, 2013, the fund is now available through Class A, C, R, R5, R6 and Y shares. The fund's original H1 shares, launched September 26, 2012, converted to Y shares.

"Financial advisors are increasingly looking to incorporate liquid alternatives such as the Invesco Global Markets Strategy Fund into their clients' portfolios for potential diversification benefits and reduced correlation1 to traditional equity and fixed income holdings," said Gary Wendler, Head of Product Development & Investment Measurement/Risk.  "We're committed to providing financial advisors with increased flexibility and a variety of share class options best suited to meet their clients' needs."

The Invesco Global Markets Strategy Fund is managed by Invesco's Global Asset Allocation team, which also manages Invesco Balanced-Risk Allocation Fund. With Invesco Global Markets Strategy Fund, the team uses more of an absolute return strategy in its goal to generate a positive return over a complete economic and market cycle.

Other key features in the execution of the investing approach include:

  • Invesco Global Markets Strategy Fund can use both long and short investment in derivatives to gain exposures to U.S. and international equity, fixed income or commodity markets and has no defined risk contribution ranges by asset class.
  • Invesco Global Markets Strategy Fund is 80% tactical and 20% strategic in its allocation mix to equity, fixed-income or commodity markets, giving the management team more flexibility to address short-term attractiveness in corresponding markets and/or asset classes.

"With more than $85 billion2 in alternative assets under management, we're taking a thoughtful approach to leveraging our global investment management capabilities and offer compelling alternative products through various distribution methods, including mutual funds and exchange-traded funds," Wendler said. 

About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at

Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.'s retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for its STIC Global Funds. It is a wholly owned, indirect subsidiary of Invesco Ltd.


Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s), investors should ask their advisers for a prospectus/summary prospectus or visit

1Correlation indicates the degree to which two investments have historically moved in the same direction and magnitude. 2As of July 31, 2013.

Diversification does not guarantee a profit or eliminate the loss of risk.

About Risk

Under normal conditions, the strategy invests in derivatives and other financially-linked instruments whose performance is expected to correspond to U.S. and international fixed income, equity and commodity markets. However, the performance of the asset classes cannot be guaranteed. The derivative investments and enhanced investment techniques (such as leverage) used by the portfolio are subject to greater risks than those associated with investing directly in securities or more traditional instruments.

Commodities may subject an investor to greater volatility than traditional securities such as stocks and bonds and can fluctuate significantly based on weather, political, tax, and other regulatory and market developments.  

Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested.

Fixed-income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer's credit rating.

The risks of investing in securities of foreign issuers, including emerging market issuers, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues. 

Leverage created from borrowing or certain types of transactions or instruments may impair the fund's liquidity, cause it to liquidate positions at an unfavorable time, lose more than it invested, increase volatility or otherwise not achieve its intended objective.

The Fund may hold illiquid securities that it may be unable to sell at the preferred time or price and could lose its entire investment in such securities.

The investment techniques and risk analysis used by the portfolio managers may not produce the desired results.

The Fund is non-diversified and may experience greater volatility than a more diversified investment. 

Underlying investments may appreciate or decrease significantly in value over short periods of time and cause share values to experience significant volatility over short periods of time.

The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the Fund.

SOURCE Invesco