Tools & Resources
Documents & Forms
| Forms | |
|---|---|
| Application form hard copy | Download PDF |
| Change of account name form (companies) | Download PDF |
| Change of account name form (individuals) | Download PDF |
| Change of contact details form | Download PDF |
| Change of nominated bank account details form (AU) | Download PDF |
| Redemption Form | Download PDF |
| Product Disclosure Statement (PDS) and Continuous Disclosure Statement (CDS) | |||
|---|---|---|---|
| Invesco Wholesale Australian Share Fund - Class A | PDS | CDS 15 Nov 2018 | Additional information |
| Invesco Wholesale Australian Smaller Companies Fund - Class A | PDS | CDS 1 Apr 2020 | Additional information |
| Invesco Wholesale Australian Smaller Companies Fund - Class R | PDS | CDS 1 Apr 2020 | Additional information |
| Invesco Global Enhanced Equity Fund - Class A | PDS | Additional information | |
| Invesco Wholesale Global Opportunities Fund - Unhedged | PDS | CDS 6 Nov 2024 | Additional information |
| Invesco Wholesale Global Opportunities Fund - Hedged - Class A | PDS | CDS 6 Nov 2024 | Additional information |
| Invesco Wholesale Global Opportunities Fund - Hedged - Class R | PDS | CDS 6 Nov 2024 | Additional information |
| Invesco Global Real Estate Fund - Class A | Product update | CDS 26 Jul 2021 | Additional information |
| Invesco Wholesale Senior Secured Income Fund | PDS | Additional information | |
| Invesco True Balance Fund - Class A | Product update | Annual RG240 Report | |
| Target Market Determination (TMD) | |
|---|---|
| Invesco Wholesale Australian Share Fund | TMD |
| Invesco Wholesale Australian Smaller Companies Fund | TMD |
| Invesco Global Enhanced Equity Fund | TMD |
| Invesco Wholesale Global Opportunities Fund - hedged | TMD |
| Invesco Wholesale Global Opportunities Fund - unhedged | TMD |
| Invesco Global Real Estate Fund | Product update |
| Invesco Wholesale Senior Secured Income Fund | TMD |
| Invesco True Balance Fund | Product update |
| AMIT notices and AMMA guide | |
|---|---|
| Invesco Wholesale Australian Share Fund - Class A [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Wholesale Australian Share Fund - Class M [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Wholesale Australian Smaller Companies Fund Class A [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Wholesale Australian Smaller Companies Fund Class R [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Wholesale Global Opportunities Fund - Unhedged [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Global Real Estate Fund - Class A [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco Global Real Estate Fund - Class I [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco Global Real Estate Fund - Class M [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco Wholesale Senior Secured Income Fund [Dated: 05/10/2026 for Income Year: 30 June 2027] | AMIT |
| Invesco Senior Secured Loans Fund [Dated: 05/10/2026 for Income Year: 30 June 2027] | AMIT |
| Invesco Credit Partners Opportunities 2020 Fund [Dated: 06/10/2026 for Income Year: 30 June 2027] | AMIT |
| Invesco Credit Partners Opportunities 2023 Fund [Dated: 30/06/2026 for Income Year: 30 June 2026] | AMIT |
| Invesco Credit Opportunities Fund [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco Credit Opportunities Fund - second close [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco Credit Opportunities Fund - third close [Dated: 30/09/2024 for Income Year: 30 June 2025] | AMIT |
| Invesco US Core Direct Property Fund [Dated: 30/09/2026 for Income Year: 30 June 2027] | AMIT |
| Invesco US Core Direct Property Fund - QFPF - Class G [Dated: 30/09/2026 for Income Year: 30 June 2027] | AMIT |
| Invesco's guide to your AMIT Member Annual (AMMA) Statement - 30 June 2026 | AMMA guide |
| Annual and Interim reports | ||
|---|---|---|
| Invesco Wholesale Australian Share Fund | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco Wholesale Australian Smaller Companies Fund | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco Wholesale Global Opportunities Fund – Unhedged | Annual report 30 Jun 2026 | |
| Invesco Wholesale Global Opportunities Fund – Hedged | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco Global Real Estate Fund | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco Senior Secured Loans Fund | Annual report 30 Jun 2026 | |
| Invesco Wholesale Senior Secured Income Fund | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco True Balance Fund | Annual report 30 Jun 2026 | |
| Invesco Credit Opportunities Fund | Annual report 30 Jun 2026 | |
| Invesco Credit Opportunities Fund – Second Close | Annual report 30 Jun 2026 | |
| Invesco Credit Opportunities Fund – Third Close | Annual report 30 Jun 2026 | |
| Invesco Credit Partners Opportunities 2020 Fund | Annual report 30 Jun 2026 | |
| Invesco Credit Partners Opportunities 2023 Fund | Annual report 30 Jun 2026 | |
| Invesco US Core Direct Property Fund | Annual report 30 Jun 2026 | Interim report 31 Dec 2025 |
| Invesco US Core Direct Property Fund – QFPF | Annual report 30 Jun 2026 |
