Important information

On 18 March 2022, a Luxembourg-domiciled SICAV named Invesco Global Conservative Fund was merged into the Invesco Sustainable Allocation Fund, a sub-fund within the same fund umbrella. On 12 April 2024, a Luxembourg domiciled SICAV named Invesco Sustainable US Structured Equity Fund was merged into the Invesco Sustainable Allocation Fund, a sub-fund within the same fund umbrella. The Risk Indicator is subject to change and is correct based on the data available at the time of publication. The minimum investment amounts are: USD 1,500 / EUR 1,000 / GBP 1,000 / CHF 1,500 / SEK 10,000. Please contact us or refer to the most up to date Prospectus for details of minimum investment amounts in other currencies. The Ongoing Charges figure includes the annual management fee and other administrative or operating costs. It is a percentage of the value of your investment per year. This is an estimate based on actual costs over the last year. It excludes portfolio transaction costs except in the case of an entry or exit charge paid by the Fund when buying or selling shares/units in another fund.

This marketing communication is for investors in Switzerland only. Investors should read the legal documents prior to investing. By accepting this material, you consent to communicate with us in English, unless you inform us otherwise. Data as at 31 May 2024, unless otherwise stated.

Invesco Sustainable Allocation Fund invests globally in equities and interest-bearing securities. The equity and bond allocation is consistently adjusted to changed market situations in the context of tactical considerations, which is dependent on the appraisal of portfolio management. Environmental, Social and Governance (ESG) criteria are the basis of the portfolio composition. The first step of the equity portfolio construction process is to identify the investment universe which is determined by the underlying ESG criteria. Companies may be either excluded or selected on the basis of weighted positive and negative criteria (best-in-class) and a combination of both methods is used. Companies are analysed on the basis of various criteria for all relevant ESG fields, which include environment, corporate governance, human rights and labour conditions. Once the investment universe has been identified, the stock selection process takes place. The Invesco stock selection process is designed to identify attractive and unattractive stocks by providing an impartial assessment of the expected relative price performance of each stock. This is achieved using Invesco’s proprietary factor-based stock selection model. On the fixed income side, a country sustainability rating tool provides a detailed assessment of how well countries are addressing the various environmental, social and governance (ESG) risks they face. The ratings enable to integrate ESG issues into sovereign fixed income investments and are designed to help to understand and manage ESG risks across their sovereign bonds and other related investments. This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change. For information on our funds and the relevant risks, refer to the Key Information Documents/Key Investor Information Documents (local languages) and Prospectus (English, French, German, Spanish, Italian), and the financial reports, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements. Any investment decision should take into account all the characteristics of the fund as described in the legal documents. For sustainability related aspects, please refer to: https://www.invescomanagementcompany.lu/lux-manco/literature.

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Issued in Switzerland by Invesco Asset Management (Schweiz) AG, who act as representative for the funds distributed in Switzerland. Paying agent in Switzerland: BNP PARIBAS, Paris, Zurich Branch, Selnaustrasse 16 8002 Zürich. The Prospectus, Key Information Document, and financial reports may be obtained free of charge from the Representative. The funds are domiciled in Luxembourg.