Individual Investors

2017 Investment Outlook

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2017 Investment Outlook

Explore high-conviction investing with Invesco

At Invesco, high-conviction investing means helping our clients achieve outcomes that go beyond the limitations of traditional market benchmarks.

Our high-conviction strategies include these distinct approaches

Fundamental active

Portfolio managers choose investments based on the fundamental of a company and its stock or bond.

High conviction means assessing companies on how financially strong they are, not just how big they are.

ACPSX
Fundamental active

Invesco Core Plus Bond Fund

$10.66

NAV as of 12/09/2016

-0.03

Change
LCEAX
Fundamental active

Invesco Diversified Dividend Fund

$19.85

NAV as of 12/09/2016

+0.11

Change

Factor-based smart beta

Passive vehicles track indexes designed to provide exposure to certain investment factors.

Built from investments with specific characteristics – quality, low volatility, fundamentals and other relevant factors.

SPLV
Factor-based smart beta

PowerShares S&P 500 Low Volatility Portfolio

$41.44

NAV as of 12/09/2016

0.28/0.68%

Change
SPHQ
Factor-based smart beta

PowerShares S&P 500 Quality Portfolio

$26.36

NAV as of 12/09/2016

0.13/0.50%

Change

Factor-based active

Portfolio managers use quantitative models to identify investments with specific, desirable characteristics for a given strategy.

High-conviction tools provide precise exposure to investment factors.

CPNAX
Factor-based active

Invesco All Cap Market Neutral Fund

$10.49

NAV as of 12/09/2016

+0.01

Change
LSQAX
Factor-based active

Invesco Long/Short Equity Fund

$11.85

NAV as of 12/09/2016

-0.01

Change
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Click here to view standardized returns (including most recent month end performance), after-tax returns, fees, expense ratio information and Morningstar ratings, if applicable.

Insights | View all insights

Three reasons for grandparents to consider a 529 college savings plan

Three reasons for grandparents to consider a 529 college savings plan

Account control, flexibility and tax advantages make 529s an attractive option for grandparents.

News | View all news

Revamp of CollegeBound program receives Morningstar ratings

Revamp of CollegeBound program receives Morningstar ratings

Invesco, Ltd. the investment manager of Rhode Island's direct-sold CollegeBound Saver and advisor-sold CollegeBound 529 earned Silver and Bronze ratings respectively from Morningstar ratings awards.

Blog | View blog

Examining sector and factor performance in the third quarter of 2016

The high beta, value and size factors outperformed the broad-market S&P 500 Index by a sizeable margin during the third quarter. The S&P 500 Index rose a healthy 3.85%, but 14 smart beta strategies and two smaller-cap indices all outperformed the broader market.