Capabilities

Research our global capabilities and explore our strategies.

   

Asia Pacific equity

Asia ex Japan

The strategy invests in shares of Asia ex-Japan companies, and is actively managed with a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

 

Asia Pacific ex Japan

The strategy invests in shares of Asia Pacific (inc. Australasia) ex-Japan companies, and is actively managed with a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

European equity

European equity - Eurozone

Investing in equities of Eurozone markets, the strategy is actively managed through a strong emphasis on fundamental analysis and valuation, with a view to outperform its reference benchmark, the MSCI EMU net return index (EUR), in the long term.

 

European equity - European ex UK

Investing in shares of European companies, excluding the UK, the strategy is actively managed through a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

 

European equity - Pan European

By investing in shares of European companies, the strategy is actively managed through a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

 

European equity - Income

The European equity – income strategy is available on a Pan European level and on a European ex-UK level, the European Equity income strategies are actively managed through a strong emphasis on fundamental analysis and valuation, with a view to generating a rising level of income together with long-term capital growth.

 

European equity – IQS European Low Volatility Strategy

Invesco Quantitative Strategies (IQS) European Low Volatility Strategy uses a proprietary multi-factor stock selection model that seeks to generate attractive returns with lower volatility from investments in European equities. The investment process is based on a rigorous bottom-up stock selection model that allows for the selection of “best ideas” without being constrained to a benchmark. The process is clearly structured and followed in a highly disciplined manner.

 

European equity - IQS European Quantitative Core

Invesco Quantitative Strategies (IQS) European Quantitative Core is a diversified multi-factor strategy. The investment process is based on a rigorous bottom-up stock selection model where tracking error is controlled and portfolio characteristics, e.g. active sector and country weights are limited against the benchmark. The process is clearly structured and followed in a highly disciplined manner.

 

European equity - European smaller companies ex UK

Investing in shares of European smaller companies, excluding the UK, the strategy is actively managed through a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

 

European equity - Pan European smaller companies

Investing in shares of European smaller companies, the strategy is actively managed through a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

Fixed interest

Fixed interest - Corporate bond

Primarily investing in investment grade corporate fixed interest securities, the strategy is actively managed with a strong emphasis on fundamental analysis and valuation and is not constrained by a benchmark. It aims to achieve a high level of overall return with relative security of capital.

 

Fixed interest - Global unconstrained

Investing with a flexible allocation to fixed interest securities and cash the strategy is actively managed with a strong emphasis on fundamental analysis and valuation and is not constrained by a benchmark. It can potentially be fully invested in cash and near cash instruments, depending on market conditions, with a view to achieving a high level of overall return, with relative security of capital.

 

Invesco Fixed Income - Multi-Sector Credit

The strategy is a multi-credit allocation designed to deliver returns approaching those of the high yield bond market, while targeting a lower risk profile and lower correlation to equities than those of high yield. Multi-Sector Credit provides a dynamic balance of bottom-up and top-down investment considerations to capture potential excess returns through active security selection and tactical positioning among the targeted credit sectors.

 

Invesco Fixed Income - Senior secured loans

By implementing a consistent credit process, the investment team offers various strategies utilising senior secured corporate loans that target specific outcomes and distinctive credit market opportunities, analysing and managing both public and private senior secured corporate loan obligations.

Global equity

Global Opportunities

The Global Opportunities strategy is one of Henley Investment Centre's highest conviction global equity strategies. It is actively managed with a strong emphasis on fundamental analysis and valuation, offering a concentrated portfolio of the investment team’s best ideas from across the world.

 

Global Diversified Equity

The Global Diversified Equity strategy provides access to the best equity ideas from across Invesco’s Henley Investment Centre. The strategy is valuation-driven and harnesses more than 30-years of stock picking expertise in global equity markets in order to construct a diversified portfolio of its best global stock ideas.

 

Global Equity Income

Henley Investment Centre's income investing heritage means that it has long known of the importance of dividends as a key driver of returns over the long term. The Global Equity Income strategy combines the benefits of income investing with the benefits of investing globally in a wide opportunity set.

 

Global equity - IQS Global Low Volatility

Invesco Quantitative Strategies (IQS) Global Low Volatility uses a proprietary multi-factor stock selection model that seeks to generate attractive returns with lower volatility from investments in global equities. The investment process is based on a rigorous bottom-up stock selection model that allows for the selection of IQS’ “best ideas” without being constrained to a benchmark. The process is clearly structured and followed in a highly disciplined manner.

 

Global equity - IQS Global Quantitative Core

Invesco Quantitative Strategies (IQS) Global Quantitative Core is a diversified multi-factor strategy. The investment process is based on a rigorous bottom-up stock selection model where tracking error is controlled and portfolio characteristics, e.g. active sector and country weights are limited against the benchmark. The process is clearly structured and followed in a highly disciplined manner.

 

Global Small Cap Equities

The Global Smaller Companies strategy provides investors with access to the benefits that investing in smaller companies on a global basis can bring. That means a well-diversified portfolio with the potential to deliver an attractive risk/return profile over the long term. In the investment team’s view, few asset classes do more to deliver diversification due to the relatively low correlation between smaller company share price performance and that of other asset classes.

 

Global equity - IQS Global Enhanced

Invesco Quantitative Strategies (IQS) Global Enhanced is a diversified multi-factor strategy. The investment process is based on a rigorous bottom-up stock selection model where tracking error is closely controlled and portfolio characteristics, e.g. active sector and country weights are closely limited against the benchmark. The process is clearly structured and followed in a highly disciplined manner

Japan equity

Japan equity - Core

The strategy invests in shares of Japanese companies, and is actively managed with a strong emphasis on fundamental analysis and valuation, with a view to generating long-term capital growth.

Liquidity management

Liquidity management

For more than 35 years, Invesco Global Liquidity has put investors first by offering a disciplined investment approach, high-quality products and distinguished client service and support. In this time, the team has developed a range of short-term money market funds across US dollar, sterling and euro currencies.

Multi asset

Multi asset - Balanced risk

Through balancing the risk contribution from each of three asset classes - equities, bonds and commodities - and seeking to tactically shift the allocation, the strategy’s objective is to provide a total return with low to moderate correlations relative to traditional financial market indices.

 

Multi asset - Balanced solutions

A systematic investment strategy that seeks exposure to equity, government bond and commodity markets. Active asset allocation and active stock selection are important drivers of returns. Investment risk is controlled through a state-of-the-art overlay process to provide customised, client-driven, target-oriented solutions.

 

Multi asset - Global targeted returns

Investing actively in a broad selection of asset types across all economic sectors worldwide, the strategy targets a gross return of 5% per annum above UK 3-month LIBOR (or an equivalent reference rate) over a rolling three-year period and aims to achieve this with less than half the volatility of global equities (as defined by the MSCI World index), over the same rolling three-year period.

 

Multi asset - Global targeted income

Through an unconstrained approach to sourcing good, long-term investment ideas, the strategy aims to deliver a gross income of 3.5% per annum above UK 3-month LIBOR (before corporation tax). Alongside a consistent level of income, the strategy seeks to preserve capital in all market conditions with less than half the volatility of global equities over a rolling three-year period (as defined by the MSCI World index).

Real estate

Real estate

Invesco Real Estate (IRE) is the global real estate management arm of Invesco Ltd., investing in direct property and publicly traded real estate securities. It has a proven track record of over 30 years of investing across the risk/return spectrum, through a number of real estate market cycles and on behalf of institutional investors across the globe. IRE’s services range from fund management, transactions and asset management, through to structuring and finance. Underpinning this service is IRE’s applied research philosophy: it strives to identify and invest in the right markets at the right time using the forward-looking forecasts of its global in-house research team.

UK equity

UK equity - Concentrated

The strategy invests in shares of UK companies and aims to generate long-term capital growth through an emphasis on fundamental analysis and valuation.

 

UK equity - Growth

By investing in shares of UK companies, the strategy is actively managed with a strong emphasis on fundamental analysis and valuation and aims to generate long-term capital growth.

 

UK equity - Income

Primarily investing in companies listed in the UK, with the balance invested internationally, the strategy is actively managed with a strong emphasis on fundamental analysis and valuation. It aims to achieve a reasonable level of income, together with capital growth.

 

UK equity - Smaller companies

Investing in shares of UK smaller companies, the strategy is actively managed with a strong emphasis on fundamental analysis and valuation and aims to generating long-term capital growth. We seek to have well-diversified portfolios with the potential to deliver an attractive risk/return profile over the long term.