TORONTO, July 26, 2019 /CNW/ - Invesco today announced a change to the risk ratings of nine Canadian-domiciled funds. These changes are effective immediately and are detailed in the following table:
Fund name |
Previous risk |
New risk rating |
Invesco Floating Rate Income Fund |
Low to Medium |
Low |
Invesco Global Real Estate Fund |
Medium to High |
Medium |
Invesco Intactive 2028 Portfolio |
Low to Medium |
Low |
Invesco Intactive 2033 Portfolio |
Low to Medium |
Low |
Invesco Intactive Balanced Income Portfolio Class |
Low to Medium |
Low |
Invesco Intactive Balanced Income Portfolio |
Low to Medium |
Low |
Invesco Strategic Yield Fund |
Low to Medium |
Low |
Invesco FTSE RAFI Global+ ETF Fund |
Medium to High |
Medium |
Invesco U.S. Companies Class Series H |
Medium to High |
Medium |
The risk rating changes were made in accordance with the risk classification methodology set by the Canadian Securities Administrators to determine the investment risk level of mutual funds. There are no changes to the investment objectives, strategies or management of the funds.
For more information, please visit invesco.ca. You can also connect with Invesco on Twitter (@InvescoCanada), LinkedIn, Facebook, or through the Invesco Canada blog.
About Invesco Ltd.
Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; invesco.com.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Copies are available from Invesco Canada Ltd. at invesco.ca.
FTSE® is a trademark owned by the London Stock Exchange Group companies and is used by FTSE International Limited ("FTSE") under licence. The FTSE RAFI® Index Series is calculated by FTSE in conjunction with Research Affiliates LLC ("RA"). Neither FTSE nor RA sponsor, endorse or promote this product and are not in any way connected to it and do not accept any liability in relation to its issue, operation and trading. Any intellectual property rights in the Index values and constituent list vest in FTSE.
"RAFI®" and/or all other RA trademarks, trade names, patented and patent-pending concepts are the exclusive property of Research Affiliates, LLC.
Investors should be aware of the risks associated with data sources and quantitative processes used in our investment management process. Errors may exist in data acquired from third party vendors, the construction of model portfolios, and in coding related to the Index and portfolio construction process. While Research Affiliates takes steps to identify data and process errors so as to minimize the potential impact of such errors on Index and portfolio performance, we cannot guarantee that such errors will not occur.
Invesco is a registered business name of Invesco Canada Ltd
Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence.
© Invesco Canada Ltd., 2019
SOURCE Invesco Canada Ltd.
Aysha Mawani, Vice President, Corporate Affairs, Tel: 416.324.7712, [email protected]
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