Adding alternative assets across public and private markets to an investment portfolio may help improve growth, potential income, and diversification.
Invesco provides investors exposure to private capital, private credit, real estate, real assets, and commodities by leveraging our institutional investment expertise, deep resources, and global investment platform.
For 40 years, Invesco Real Estate (IRE) has leveraged a rigorous investment process to uncover attractive opportunities across the real estate investment spectrum.
Investing in commodities comes with several potential benefits that investors should consider, especially during periods of inflation and supply-demand imbalances. Explore these benefits and our line of ETFs.
| Fund Name | Ticker | Category | Download |
|---|---|---|---|
| Invesco Real Estate Income Trust Inc. | INREIT | Alternative Income | N/A |
| Invesco Floating Rate ESG Fund | AFRYX | Alternative income | Fact sheet |
| Invesco Senior Loan ETF | BKLN | Alternative income | Fact sheet |
| Invesco Galaxy Bitcoin ETF | BTCO | Digital assets | Fact Sheet |
| Invesco Alerian Galaxy Crypto Economy ETF | SATO | Digital assets | Fact sheet |
| Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF | BLKC | Digital assets | Fact sheet |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | PDBC | Real assets | Fact sheet |
| Invesco DB Agriculture Fund ETF | DBA | Real assets | Fact sheet |
Alternative investments are investments in assets that are not traditional stocks or bonds. They can be purchased in the private markets—examples include private equity, private credit, real estate, and infrastructure—or they are publicly traded, frequently in the form of hedged strategies, commodities, or digital assets.
Investors often include alternatives in their portfolios to diversify from the classic “60/40” split of equities and fixed income. The addition of alternatives to an investment portfolio may help improve growth, potential income, and diversification. In some cases, investors will capture the illiquidity premium (the potential for higher returns in exchange for committing to a longer investment period) of private markets assets such as real estate or private equity.
Invesco has been investing in alternatives for more than 17 years and currently has $180 billion of AUM in alternatives, making us an experienced and qualified provider. We offer individual investors access to alternatives across public and private markets, in fund structures that can meet investors’ varying needs.
Alternatives can be accessed through several Invesco vehicles, including exchange-traded funds (ETFs), mutual funds or, in some cases, separately managed accounts. They can be purchased through personal brokerage accounts, with the help of a financial advisor, or they may be offered as part of a company retirement plan’s investment lineup.
Alternatives are often managed by the industry’s top investment managers and can provide exposure to unique or esoteric opportunities. This diversifying and uncorrelated nature of alternative funds can make them an attractive investment strategy and a complement to an existing fixed income allocation.
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As of Dec. 31, 2023
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Alternative products typically hold more non-traditional investments and employ more complex trading strategies, including hedging and leveraging through derivatives, short selling and opportunistic strategies that change with market conditions. Investors considering alternatives should be aware of their unique characteristics and additional risks from the strategies they use. Like all investments, performance will fluctuate. You can lose money.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's are subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Funds.
DBA
This Fund is not suitable for all investors due to the speculative nature of an investment based upon the Fund's trading which takes place in very volatile markets. Because an investment in futures contracts is volatile, such frequency in the movement in market prices of the underlying future contracts could cause large losses. See the prospectus for additional risks.
Commodities and futures generally are volatile and are not suitable for all investors.
The value of the Shares of the Fund relate directly to the value of the futures contracts and other assets held by the Fund and any fluctuation in the value of these assets could adversely affect an investment in the Fund's Shares.
The Fund is speculative and involves a high degree of risk. An investor may lose all or substantially all of an investment in the Fund.
The Fund is not a mutual fund or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and is not subject to regulation thereunder.
Please review the prospectus for break-even figures for the Fund.
This material must be accompanied or preceded by DBA prospectus. Please read the prospectus carefully before investing.
This Fund issues a Schedule K-1.
Invesco Capital Management LLC and Invesco Distributors, Inc. are not affiliated with Deutsche Bank Securities, Inc.
All data sourced to Invesco unless otherwise stated.
Diversification does not guarantee a profit or eliminate the risk of loss.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.