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 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 | PDS Part A PDS Part B |
CDS 26 Jul 2021 |
Product update |
| Invesco Wholesale Senior Secured Income Fund | PDS | Additional information | |
| Invesco True Balance Fund - Class A | PDS | Annual RG240 Report | |
| Target Market Determination (TMD) | |
|---|---|
| Invesco Wholesale Australian Share Fund | TMD |
| Invesco Wholesale Australian Smaller Companies Fund | TMD |
| Invesco Wholesale Global Opportunities Fund - hedged | TMD |
| Invesco Wholesale Global Opportunities Fund - unhedged | TMD |
| Invesco Global Real Estate Fund | TMD |
| Invesco Wholesale Senior Secured Income Fund | TMD |
| Invesco True Balance Fund | TMD |
| AMIT notices and AMMA guide | |
|---|---|
| Invesco Wholesale Australian Share Fund - Class A [Dated: 30/06/2025 for Income Year: 30 June 2025] |
AMIT |
| Invesco Wholesale Australian Share Fund - Class M [Dated: 30/06/2025 for Income Year: 30 June 2025] |
AMIT |
| Invesco Wholesale Australian Smaller Companies Fund Class A [Dated: 30/06/2025 for Income Year: 30 June 2025] |
AMIT |
| Invesco Wholesale Australian Smaller Companies Fund Class R [Dated: 30/06/2025 for Income Year: 30 June 2025] |
AMIT |
| Invesco Wholesale Global Opportunities Fund - Unhedged [Dated: 30/06/2025 for Income Year: 30 June 2025] |
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: 03/10/2025 for Income Year: 30 June 2026] |
AMIT |
| Invesco Senior Secured Loans Fund [Dated: 03/10/2025 for Income Year: 30 June 2026] |
AMIT |
| Invesco Credit Partners Opportunities 2020 Fund [Dated: 04/11/2024 for Income Year: 30 June 2025] |
AMIT |
| Invesco Credit Partners Opportunities 2023 Fund [Dated: 06/06/2025 for Income Year: 30 June 2025] |
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: 30/09/2025 for Income Year: 30 June 2026] |
AMIT |
| Invesco US Core Direct Property Fund - QFPF - Class G [Dated: 30/09/2025 for Income Year: 30 June 2026] |
AMIT |
| Invesco's guide to your AMIT Member Annual (AMMA) Statement - 30 June 2025 | AMMA guide |
| Annual and Interim reports | ||
|---|---|---|
| Invesco Wholesale Australian Share Fund | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco Wholesale Australian Smaller Companies Fund | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco Wholesale Global Opportunities Fund – Unhedged | Annual report 30 Jun 2025 |
|
| Invesco Wholesale Global Opportunities Fund - Hedged | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco Global Real Estate Fund | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco Senior Secured Loans Fund | Annual report 30 Jun 2025 |
|
| Invesco Wholesale Senior Secured Income Fund | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco True Balance Fund | Annual report 30 Jun 2025 |
|
| Invesco Credit Opportunities Fund | Annual report 30 Jun 2025 |
|
| Invesco Credit Opportunities Fund - Second Close | Annual report 30 Jun 2025 |
|
| Invesco Credit Opportunities Fund - Third Close | Annual report 30 Jun 2025 |
|
| Invesco Credit Partners Opportunities 2020 Fund | Annual report 30 Jun 2025 |
|
| Invesco Credit Partners Opportunities 2023 Fund | Annual report 30 Jun 2025 |
|
| Invesco US Core Direct Property Fund | Annual report 30 Jun 2025 |
Interim report 31 Dec 2024 |
| Invesco US Core Direct Property Fund - QFPF | Annual report 30 Jun 2025 |
