ATLANTA, March 19,
2024 /PRNewswire/ -- Invesco is proud to be
recognized by the LSEG Lipper Fund Awards as the top Overall Fixed
Income Fund Family (Large Firm) as well as 18 additional wins for
leading mutual funds across its active fixed income and equities
investments platform. Based on Lipper's quantitative, proprietary
methodology, the awards pay tribute to outstanding performance for
consistently strong risk-adjusted three-, five-, and 10-year
returns relative to industry peers in each category.
"Our clients trust us to deliver on their high bar, from a
quality investment process to a frictionless experience with
superior engagement. We are pleased to be recognized by Lipper for
our exceptional investment strategies across our active mutual fund
complex," said Tony Wong, Senior
Managing Director and Co-Head of Investments, Invesco.
"Congratulations to our investments teams, whose focused offerings
lie at the intersection of high opportunity markets and high demand
capabilities."
In addition, Invesco funds honored by the 2024 LSEG Lipper Fund
Awards include:
- Invesco Comstock Fund for the three-year period (R6
share class / ICSFX) in the Large-Cap Value Funds category.
- Invesco SteelPath MLP Alpha Plus for the three-year
period (R6 share class / OSPPX) and Invesco SteelPath MLP Income
Fund for the 10-year period (R6 share class / OSPMX) in the
Energy MLP Funds category.
- Invesco EQV International Small Company Fund for the
three-year period (R6 share class / IEGFX) in the International
Small/Mid-Cap Growth category.
- Invesco EQV Asia Pacific Equity Fund for the five-year
period (R6 share class / ASISX) in the Pacific Ex Japan Funds
category.
- Invesco Pennsylvania Municipal Fund for the three-year
period (R6 share class / IORPX), and five- and 10-year periods (Y
share class / OPAYX) in the Pennsylvania Municipal Debt Funds
category.
The Invesco Penn Municipal Fund was only one of two
funds to sweep its classification in back-to-back years, and the
only fixed income fund to do so. The fund has swept the
classification for six straight years, the longest active streak
recognized by LSEG Lipper to date.
- Invesco California Municipal Fund for five- and 10-year
periods (Y share class / OCAYX) in the California Municipal Debt
Funds category.
- Invesco AMT-Free Municipal Income Fund for the 10-year
period (Y share class / OMFYX) in the General & Insured
Municipal Debt Funds category.
- Invesco New Jersey Municipal Fund for the three- and
five-year periods (Y share class / ONJYX) in the New Jersey
Municipal Debt Funds category.
- Invesco Rochester New York Municipals Fund for the five-
and ten-year periods (Y share class / RMUYX) in the New York
Municipal Debt Funds category.
- Invesco Short Term Municipal Fund for the 10-year period
(Y share class / ORSYX) in the Short Municipal Debt Funds
category.
- Invesco Limited Term Municipal Income Fund for the
five-year period (R6 share class / ATFSX) in the Short-Intermediate
Municipal Debt Funds category.
- Invesco Rochester Municipal Opportunities Fund for the
10-year period (Y share class / ORNYX) in the High Yield Municipal
Debt Funds category.
About Invesco Ltd.
Invesco Ltd. (Ticker
NYSE: IVZ) is a global independent investment
management firm dedicated to delivering an investment experience
that helps people get more out of life. Our distinctive investment
teams deliver a comprehensive range of active, passive, and
alternative investment capabilities. With offices in more than 20
countries, Invesco managed US$1.58 trillion in assets on behalf of clients
worldwide as of December 31, 2023.
For more information, visit
www.invesco.com/corporate.
About LSEG Lipper Fund Awards
For more than 30
years and in over 17 countries worldwide, the
highly-respected LSEG Lipper Awards have honoured
funds and fund management firms that have excelled in providing
consistently strong risk-adjusted performance relative to their
peers and focus the investment world on top-funds. The merit of the
winners is based on entirely objective, quantitative criteria. This
coupled with the unmatched depth of fund data, results in a unique
level of prestige and ensures the award has lasting value. Renowned
fund data and proprietary methodology is the foundation of this
prestigious award qualification, recognizing excellence in fund
management. Find out more at
www.lipperfundawards.com.
LSEG Lipper Fund Awards
Disclaimer
The LSEG Lipper Fund
Awards, granted annually, highlight funds and fund companies that
have excelled in delivering consistently strong risk-adjusted
performance relative to their peers. The LSEG Lipper
Fund Awards are based on the Lipper Leader for
Consistent Return rating, which is an objective, quantitative,
risk-adjusted performance measure calculated over 36, 60 and 120
months. The fund with the highest Lipper Leader for
Consistent Return (Effective Return) value in each eligible
classification wins the LSEG Lipper Fund Award. For
more information, see lipperfundawards.com.
Although LSEG Lipper makes reasonable efforts to
ensure the accuracy and reliability of the data used to calculate
the awards, their accuracy is not guaranteed.
LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used
under license.
There is no assurance that any investment or strategy will
achieve its investment objective. Funds are subject to market risk,
which is the possibility that the market values of securities owned
by these funds will decline and that the value of fund shares may
therefore be less than what you paid for them.
Fixed-income products are subject to risk, including, but not
limited to, the effects of changing interest rates. Accordingly,
you can lose money investing in these funds. Please be aware that
these funds may be subject to certain additional risks. For
complete details about the risks associated with the Fund, see the
Funds' prospectuses.
Class Y shares are only available to certain investors. Class R6
shares are closed to most investors. Please see the prospectus for
more details. Other share classes of the funds may have been ranked
lower or higher. Rankings for other periods may be lower or
higher.
Any reference to a ranking, a rating or an award provides no
guarantee for future performance results and is not constant over
time.
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(s) for a prospectus/summary prospectus
or visit invesco.com/fundprospectus.
Invesco Distributors, Inc. is the U.S. distributor for Invesco
Ltd.'s retail products.
Not a Deposit l Not FDIC Insured l Not
Guaranteed by the Bank | May Lose Value |
Not Insured by any Federal Government Agency
Contact: Matthew Chisum
matthew.chisum@invesco.com 212.652.4368
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