Against a backdrop of continued market volatility, investor uncertainty and risk-managed solutions, Invesco is introducing new liquid alternative open-end mutual funds, expanding the firm’s diverse range of alternative offerings covering a variety of investing styles.

Leveraging its global investment management capabilities, deep-rooted and experienced investment teams and 30-year history of alternative investing, Invesco is introducing:

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  • Invesco Global Targeted Returns Fund
  • Invesco All Cap Market Neutral Fund
  • Invesco Global Market Neutral Fund
  • Invesco Long/Short Equity Fund
  • Invesco Macro Long/Short Fund
  • Invesco Macro International Equity Fund

Gary Wendler, head of Product Development & Investment Measurement/Risk, Invesco, said: "These new funds represent the next phase in our rich history of alternative asset management, covering retail investors, pension plans, sovereign wealth funds and institutions. Our alternative product suite is managed by seven seasoned teams encompassing more than 200 investment professionals across North America, Europe and Asia-Pacific."

Invesco manages more than US$85 billion in alternatives across such major asset classes as commodities, risk parity, bank loans, real estate and private equity. These products span open- and closed-end funds, exchange-traded funds (ETFs), unit trusts, institutional trusts, separate accounts and private placements. Invesco ranked as the seventh largest manager of alternative assets in Pension & Investments’ 2012 Money Managers Rankings based on tax-exempt institutional assets.

Invesco offers a breadth of investment capabilities that seek to mitigate risk by addressing it as an organic, ever changing element of investing. Its growing suite of existing liquid alternative funds and those in SEC registration can be used by advisors and investors interested in:

  • Macro strategies that incorporate views on global economic trends into investment strategies that seek to provide equity-like returns with lower volatility by investing across different asset classes (e.g., Invesco Global Targeted Returns Fund).
  • Relative value strategies that seek to provide positive returns above cash, regardless of market environment, and with potentially lower volatility than the broad market (e.g., Invesco All Cap Market Neutral Fund and Invesco Global Market Neutral Fund).
  • Directional strategies that complement other products with similar equity risk to help dampen volatility (e.g., Invesco Long/Short Equity Fund, Invesco Macro Long/Short Equity Fund and Invesco Macro International Equity Fund).
  • Inflation hedging strategies that can be used to hedge against excessive moves in interest rates triggered by economic factors.
  • Diversified alternatives that offer exposure to a number of alternative asset classes in a single investment. (e.g. Invesco Alternative Strategies Fund – in registration)

Andrew Schlossberg, head of US Retail Distribution and Global ETFs, Invesco, said: "We offer multiple liquid alternative strategies that can help advisors build the foundation for an intentional portfolio to meet their asset allocation needs. We’ve found that advisors are seeking to meet their allocation needs using a combination of active and passive strategies through multiple vehicles. We believe accessing alternatives through our mutual funds and ETFs provides investors with enhanced transparency, daily liquidity, frequent reporting, and familiar benchmarks.

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"Just as we strive to create intelligently designed and well-managed products, we are committed to providing cutting edge support through client education and compelling thought leadership through our Risk Institute, providing advisors access to Invesco’s leaders in alternative strategies and risk management concepts."

Invesco’s newest liquid alternative funds draw from the experience of teams from Invesco Global Asset Allocation, Invesco Quantitative Strategies and the Multi Asset team from Invesco Perpetual, one of the most recognized and respected investment managers in the United Kingdom.

Invesco Global Targeted Returns Fund Management team – Invesco Perpetual Multi Asset Overview:

  • The fund seeks a positive total return over the long term in all market environments.
  • Multi asset absolute return fund providing exposure to a risk-managed blend of investment ideas across all assets classes, geographies, sectors, and currencies.
  • Targeting returns of 3-month Treasury bills +5% annualized over a three-year rolling period and aims to achieve this with less than half the volatility of global equities over the same rolling three-year period.
  • The fund seeks to achieve its objective across all market conditions by using a portfolio of investment ideas. The fund has an unconstrained research agenda and actively invests across a broad selection of asset classes, geographies, sectors and currencies.

Invesco All Cap Market Neutral Fund Management team – Invesco Quantitative Strategies Overview:

  • The fund seeks to provide a positive return over a full market cycle from a broadly diversified portfolio of stocks while seeking to limit exposure to the general risks associated with stock market investing.
  • Seeks to generate returns and manage risk by using offsetting long and short positions.
  • The manager has been managing market neutral strategies for over 20 years

Invesco Global Market Neutral Fund Management team – Invesco Quantitative Strategies Overview:

  • The fund seeks to provide a positive return over a full market cycle from a broadly diversified portfolio of stocks while seeking to limit exposure to the general risks associated with stock market investing.
  • Seeks to generate return and manages risk by using offsetting long and short positions within their respective industries.
  • The manager has been managing a global market neutral strategy since 2008

Invesco Long/Short Equity Fund Management team – Invesco Quantitative Strategies Overview:

  • The fund seeks long-term capital appreciation
  • U.S. long/short strategy with a long equity market bias.

Seeks to generate return and manage risk by using long and short positions within their respective industries and tactically adjusting the beta or market exposure of the portfolio based on the forecasted risk environment.

Invesco Macro Long/Short Fund Management team – Invesco Global Asset Allocation Overview:

  • Using a top-down investment strategy, the team will strive to add value and meet the investment objective of absolute return over a complete economic and market cycle in three ways:
  • Individual equity weights chosen on the basis of "smart beta" indices
  • Strategic country/regional weights based on long-term valuation
  • Tactical adjustments to country/regional weights
  • Has the ability to short individual markets/countries – may sell exposure to a market via derivatives in order to decrease market exposure without selling individual securities
  • Implements strategy through a combination US and foreign equity securities and equity index futures and, at times, a percentage of assets in cash and cash-like equivalents – can hedge active currency risk of underling individual securities

Target Net Long: 35% – 45%; Maximum Net Exposure: 100%; Minimum Net Exposure: -20%

Invesco Macro International Equity Fund Management team – Invesco Global Asset Allocation Overview:

Using a top-down investment strategy, the team will strive to add value and meet the investment objective of total return in three ways:

  • Individual equity weights chosen on the basis of "smart beta" indices
  • Strategic country/regional weights based on long-term valuation
  • Tactical adjustments to country/regional weights
  • Maintains net long exposures to each market – may sell exposure to a market via derivatives in order to decrease market exposure without selling individual securities
  • Implements strategy through a combination of equity securities and derivatives that provide exposure to issuers in at least three different countries outside the US. The fund may hold up to a 100% of assets in foreign countries, including emerging market countries and may invest in companies of any market capitalization
  • Target Net Long: 85-95%; Maximum Net Exposure: 125%; Minimum Net Exposure: 55%