Invesco Belt and Road Debt Fund
Invesco Belt and Road Debt Fund

Belt & Road initiative - Changing the economic map of the world

This page should be read in conjunction with the investment risks below.

Looking to invest in the Belt & Road Initiative?

Launched in 2013 by Chinese president Xi Jinping, the “One Belt, One Road Initiative”, better known as the Belt & Road Initiative (BRI), may be best described as an ambitious project to boost trade and stimulate economic growth. As a long-term initiative and significant development strategy to promote the land and sea connectivity along Asia, Europe, Middle East, and Africa, it strives to establish and strengthen economic partnerships and cooperation along these regions.

At Invesco we have been early movers, seeing to capture a wide range of interesting investment themes arising.

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Why be part of the Belt & Road Initiative?

01

INVESTMENT DEMAND

The BRI is one of the largest* global infrastructure projects in the history of economic expansion and the massive capital requirements for building it could lead to various investment opportunities.
02

THE OPPORTUNITIES

The project has five key themes: improving financial strength; expanding infrastructure networks; increasing energy, commodities, agriculture and raw material production; raising local income and consumption; and modernizing economic corridors.
03

ATTRACTIVE POTENTIAL

We believe that economic improvement that is triggered by the BRI could benefit both government and corporate bond issuers** along the Belt & Road, as well as investors.
04

CHINA AS A GROWTH DRIVER

China was the only major economy in the world to record positive GDP growth in 2020. Also in 2021 the country has seen strong growth. With its high FX reserves, China’s ability to support the development in the B&R region remains strong.***

Why Invesco?

At Invesco, diversity of thought isn’t a buzzword, but an ethos reflected in how we work and how our investment capabilities are structured. For professional investors only.
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Why Invesco?

Why invest in the Invesco Belt and Road Debt Fund?

Positioning

Our flexible investment approach allows you to gain exposure to the attractive opportunities arising from the Belt and Road initiative (Sources: Morningstar, Invesco, data as at September 2018).

Highly successful

Invesco Belt and Road Debt Fund has seen large inflows of over USD 900 Mln since its launch in November 2018 (Source: Invesco, 28.02.2022).

Experienced management team

Invesco is strongly committed to fixed income investing. The team’s global breadth and local depth provide a comprehensive network of 226 fixed income experts across the globe (Source: Invesco, 31.12.2021).

Investment Risks

  • The value of investments, and any income from them, will fluctuate. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.

    Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date.

    Changes in interest rates will result in fluctuations in the value of the fund.

    The fund uses derivatives (complex instruments) for investment purposes, which may result in the Fund being significantly leveraged and may result in large fluctuations in the value of the fund.

    As a large portion of the fund is invested in less developed countries, you should be prepared to accept significantly large fluctuations in the value of the fund.

    Investments in debt instruments which are of lower credit quality may result in large fluctuations in the value of the Fund.

    The fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs.

    As this fund is invested in a particular sector, you should be prepared to accept greater fluctuations in the value of the fund than for a fund with a broader investment mandate.

    The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the fund.

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Footnotes

Important Information

  • This marketing material contains information that is for discussion purposes only and is exclusively for investors in Switzerland.

    Data as at 27 June 2022 unless otherwise stated.

    Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

    This material should not be considered financial advice. Persons interested in acquiring the products should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.

    For more information on our funds and the relevant risks, please refer to the share class-specific Key Investor Information Documents (available in local language), the Annual or Interim Reports, the Prospectus, and constituent documents, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements.

    This does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer is not authorised or to any person to whom it is unlawful to make such an offer or solicitation. As with all investments, there are associated risks. This document is by way of information only. Asset management services are provided by Invesco in accordance with appropriate local legislation and regulations. The fund is available only in jurisdictions where its promotion and sale is permitted. Not all share classes of this fund may be available for public sale in all jurisdictions and not all share classes are the same nor do they necessarily suit every investor. Fee structure and minimum investment levels may vary dependent on share class chosen. Please check the most recent version of the fund prospectus in relation to the criteria for the individual share classes and contact your local Invesco office for full details of the fund registration status in your jurisdiction. This fund is domiciled in Luxembourg.

    If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.

    Invesco Asset Management (Schweiz) AG, Talacker 34, 8001 Zurich, Switzerland, who acts as representative for the funds distributed in Switzerland. Paying agent for the funds distributed in Switzerland: BNP PARIBAS SECURITIES SERVICES, Paris, succursale de Zurich, Selnaustrasse 16, CH-8002 Zürich.

    EMEA 2250709/2022