NA5169172
The Solactive Invesco US Quality Index is a broad-based index that employs a factor-based approach to provide exposure to high quality US large- and mid-capitalization equities.
The Solactive GBS United States Large & Mid Cap Index is part of the Solactive Global Benchmark Series which includes benchmark indices for developed and emerging market countries. The index intends to track the performance of the large and mid cap segment covering approximately the largest 85% of the free-float market capitalization in the United States.
The Bloomberg U.S. Trsy Bellwether 10-Year TR Index is part of the Bloomberg US Treasury Bellwether Index Family, which tracks the on-the-run (Most recently issued) US Treasury securities for specific maturities. The 10-year TR Index represents the total return (price change + reinvested cash) of the most recently issued 10-year US Treasury note.
There is no assurance that the index discussed in this material will achieve its investment objectives.
There is no guarantee the stated volatility target will be achieved.
Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions. There can be no assurance that actual results will not differ materially from expectations.
Diversification/Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss.
Factor investing is an investment strategy in which securities are chosen based on certain characteristics and attributes that may explain differences in returns. Factor investing represents an alternative and selection index based methodology that seeks to outperform a benchmark or reduce portfolio risk, both in active or passive vehicles. There can be no assurance that performance will be enhanced or risk will be reduced for strategies that seek to provide exposure to certain factors. Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. Factor investing may underperform cap weighted benchmarks and increase portfolio risk. There is no assurance that the index discussed in this material will achieve their investment objectives.
Although bonds generally present less short-term risk and volatility than stocks, the bond market is volatile and investing in bonds involves interest rate risk; as interest rates rise, bond prices usually fall, and vice versa. Bonds also entail issuer and counterparty credit risk, and the risk of default. Additionally, bonds generally involve greater inflation risk than stocks. Holding cash or cash equivalents may negatively affect performance.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Invesco Indexing LLC is the benchmark sponsor of the index and is an indirect, wholly owned subsidiary of Invesco Ltd. The group is legally, technologically, and physically separate from other business units of Invesco, including the various global investment centers.
Solactive AG (“Solactive”) is the calculation agent and the administrator in accordance with the Principles for Financial Benchmarks published by the International Organization of Securities Commissions in July 2013 of Invesco Peak II Index (the “Index”). The financial instrument that is referencing the Index is not sponsored, endorsed, promoted, sold or supported by Solactive in any way and Solactive makes no express or implied representation, guarantee or assurance with regard to: (a) the advisability in investing in the financial instruments; (b) the quality, accuracy and/or completeness of the Index; and/or (c) the results obtained or to be obtained by any person or entity from the use of the Index. Solactive does not guarantee the accuracy and/or the completeness of the Index and shall not have any liability for any errors or omissions with respect thereto.
The information and data provided is for informational purposes only and is compiled from sources believed to be reliable; however, accuracy, completeness, timeliness, or continued availability cannot be guaranteed. All information is provided “as is,” without warranty of any kind, and may include data or content supplied by third parties over whom Invesco has no control and which has not been independently verified. Invesco and its affiliates are not responsible or liable for any calculations, errors, or omissions related to third‑party content, data, benchmarks, or index components.
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