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Investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles. Explore our best solutions for investors’ objectives, from fundamental equities, and smart beta to innovative exchange-traded funds (ETFs) and separately managed accounts (SMAs).
Leverage our diversified global platform capabilities, which span regions, styles and market caps, help meet investor goals.
Explore the potential benefits of smart beta investing with targeted factor exposure to help drive returns in a transparent and cost-effective way.
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Get access to companies at the forefront of innovation and the technology fueling the growth of the global economy with our Innovation Suite ETFs.
Fund |
Ticker |
Vehicle |
Download |
|---|---|---|---|
| Invesco Comstock Fund | ACSTX |
Mutual fund |
|
ODMAX |
Mutual fund |
||
OEGAX |
Mutual fund |
||
OSMAX |
Mutual fund |
||
QQQM |
ETF |
||
OMFL |
ETF |
||
RSP |
ETF |
They represent ownership of a company in the form of shares that let individuals participate in the firm’s profits and dividends. The prices of equities, also known as stocks, fluctuate on the open market based on the firm’s prospects, earnings, fundamentals, economic trends, and other factors. Stock owners can also typically vote in corporate elections and on other decisions related to the company.
Investors in equities may have several financial objectives, including long-term capital appreciation and attractive dividends. Although stock prices may fluctuate more than other asset classes, such as Treasury bonds, long-term investors hope to be rewarded for the risk with potentially higher returns. Equities are also seen as a way to preserve purchasing power by potentially keeping up with or outperforming inflation. Finally, investors may use equities to diversify a portfolio of other asset classes, including bonds and real estate.
While equities are traditionally seen as an asset class that could potentially generate long-term capital appreciation, investors should consider their risks. These risks include market volatility, declining share prices, economic weakness, and company-specific risks. Investors in equities risk losing part or all their investments based on stock price movements.
Investing in public equity involves publicly traded companies whose shares trade on stock exchanges, and they typically must disclose their earnings and other financial information quarterly. Public equities are generally seen as liquid because they are listed. Private equity, on the other hand, represents an investment in a company that is not publicly traded and may not disclose as much financial information. Private equity investments generally have lower liquidity and higher risk but the potential for higher returns.
When it comes to publicly listed companies, most individuals invest in common stocks, although preferred stocks are another type. Investors can also get exposure to equities through real estate investment trusts (REITs), exchange-traded funds (ETFs), mutual funds, and other managed vehicles.
Think value and growth — not just value or growth
While growth has outperformed value for an extended period, signs are pointing to a potential reversal in leadership. Plus, it always makes sense to be diversified.
China’s remarkable policy shift is just one part of the bigger picture
China’s significant policy shift is light on details, but it could be very positive for the economy. However, our bullish stance on our China holdings doesn’t depend on these policies.
Barron’s article: Q&A with Kevin Holt on 25 years of value investing
Barron’s recently sat down with Kevin Holt, co-manager of the Invesco Comstock Fund, for a conversation on lessons in value investing he’s learned from more than 25 years of managing the fund.
Podcast: Are the Magnificent 7 giving way to the Great Rotation?
The second quarter saw small-cap earnings edge out large-cap earnings. And growing evidence suggests this trend could continue.
Narratives vs. numbers: What’s the real story in China and India?
China and India have experienced massive divergence in stock market performance over the past few years. Here’s how we view the opportunities in each market today.
As of March 31, 2024. Equity AUM figures include all assets under advisement, distributed and overseen by Invesco.
Important information
In general, stock values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions.
The risks of investing in securities of foreign issuers, including emerging market issuers, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested. Stocks of small and mid-sized companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale.
The funds are subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund.
There is no guarantee that forecasts will come to pass.
All data sourced to Invesco unless otherwise stated.
Diversification does not guarantee a profit or eliminate the risk of loss.
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.
Not all products and services available in all jurisdictions. Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses.
For this and more complete information about the fund(s), investors should ask their financial professional for a prospectus/summary prospectus or visit invesco.com/fundprospectus.
Investments focused in a particular sector, such as information technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index based on methodology that seeks to outperform a benchmark or reduce portfolio risk, or both. Smart beat funds may underperform cap-weighted benchmarks and increase portfolio risk. Smart Beta: an alternative and selection index based methodology that may outperform a benchmark or reduce portfolio risk, or both. Smart Beta funds may underperform cap-weighted benchmarks and increase portfolio risk.
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