HOUSTON, March 24, 2011 /PRNewswire/ -- Invesco announced today that Invesco Convertible Securities Fund, Invesco Energy Fund, Invesco European Small Company Fund, Invesco International Growth Fund, Invesco Value II Fund and Invesco Van Kampen Enterprise Fund are recipients of prestigious 2011 Lipper Fund Awards.
The nine awards placed Invesco fifth among 90 eligible U.S. firms. This also marks the sixth consecutive year a fund under the direction of Clas Olsson, CIO of Invesco's International Growth Investment Management Unit, has received a Lipper Award.
"This recognition reflects our ongoing dedication to fostering an investment culture and showcases the quality of our comprehensive product line," said Phil Taylor, Senior Managing Director for Invesco Ltd. and Head of Invesco's North American retail business.
Lipper Award winners are recognized for being the top-risk adjusted performing funds in their respective Lipper peer groups for the listed periods ending December 31, 2010.
Fund (Share Class)
Invesco Convertible Securities Fund (Y Shares)
3 years, 10 years
Ellen Gold, Ramez Nashed
Invesco Energy Fund (Investor Shares)
Andrew Lees, Tyler Dann II
Invesco European Small Company Fund (A Shares)
Jason Holzer, Borge Endresen
Invesco International Growth Fund (A Shares)
Clas Olsson, Barrett Sides, Steve Cao, Matthew Dennis, Jason Holzer
Invesco Value II Fund (Y Shares)
3 years, 5 years
Kevin Holt, Devin Armstrong, Jason Leder, James Warwick, Matthew Seinsheimer
Invesco Van Kampen Enterprise Fund (A Shares)
Erik Voss, Ido Cohen
Invesco Convertible Securities Fund (Y Shares) was ranked No. 1 of 56 Convertible Securities Funds for three years, No. 1 of 41 for 10 years and No. 2 of 48 for 5 years ending December 31, 2010.
Invesco Energy Fund (Investor Shares) was ranked No. 1 of 34 Natural Resources Funds for five years, No. 4 of 47 for three years ending December 31, 2010. Lipper did not provide a 10-year ranking for funds in the Natural Resources category.
Invesco Energy Fund (Institutional Shares) was ranked No. 1 of 47 Natural Resources Funds for three years ending December 31, 2010. The share class inception date was January 31, 2006.
Invesco European Small Company Fund (A Shares) was ranked No. 1 of 49 European Region Funds for 10 years, No. 52 of 69 for five years and No. 8 of 74 for three years ending December 31, 2010.
Invesco International Growth Fund (A Shares) was ranked No. 1 of 94 International Large-Cap Growth Funds for 10 years, No. 15 of 158 for five years and No. 12 of 194 for three years ending December 31, 2010.
Invesco Value II Fund (Y Shares) was ranked No. 1 of 411 Large-Cap Value Funds for three years, No. 1 of 358 for five years and No. 3 of 196 for 10 years ending December 31, 2010.
Invesco Van Kampen Enterprise Fund (A Shares) was ranked No. 1 of 626 Large-Cap Growth Funds for five years, No. 8 of 738 for three years and No. 262 of 371 for 10 years ending December 31, 2010.
The Lipper Fund Awards program highlights funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. The awards are given to funds in 23 countries in Asia, Europe and North America. Lipper designates award-winning funds in most individual classifications for the three-, five- and 10-year periods and fund family awards covering three years.
Lipper Fund Awards are based on Lipper's Consistent Return calculation. Lipper scores for Consistent Return reflect funds' historical risk-adjusted returns relative to funds in the same Lipper classification and include each fund's expenses and reinvested distributions, but exclude sales charges. Consistent Return values are calculated with all eligible share classes for each eligible classification. The highest Lipper Leader for Consistent Return value within each eligible classification determines the fund classification winner over three, five or 10 years. Lipper, a Thomson Reuters company, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.
Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.
Invesco is a leading independent global investment manager, 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 retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. 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. Both are wholly owned, indirect subsidiaries 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.