HOUSTON, March 9, 2012 /PRNewswire/ -- Invesco announced today that Invesco Small Companies Fund, Invesco Energy Fund and Invesco European Small Company Fund have received prestigious 2012 Lipper Fund Awards.
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This marks the fifth consecutive year and the sixth in the last seven that Invesco's International Growth Equity unit has received one or more Lipper Awards.
Lipper Award winners are recognized for being the top-risk adjusted performing funds in their respective Lipper peer groups for the listed periods ending November 30, 2011.
"These coveted awards exemplify our commitment to an investment culture that's essential for us to provide enduring results for fund shareholders," said Phil Taylor, Senior Managing Director for Invesco Ltd. and Head of Invesco's North American retail business.
| Fund (Share Class) |
Time Period(s) |
Management Team |
| Invesco Small Companies Fund (Institutional Shares) |
5 years |
Rob Mikalachki, Virginia Au, Jason Whiting |
| Invesco Energy Fund (Investor Shares) |
10 years |
Andrew Lees, Tyler Dann II |
| Invesco European Small Company Fund (A Shares) |
10 years |
Jason Holzer, Borge Endresen |
Invesco Small Companies Fund (Institutional Shares) was ranked No. 1 of 485 Small-Cap Core Funds for five years and No. 2 of 613 for three years ending November 30, 2011.
Invesco Energy Fund (Investor Shares) was ranked No. 1 of 22 Natural Resources Funds for 10 years, No. 6 of 44 for five years and No. 28 of 51 for three years ending November 30, 2011.
Invesco European Small Company Fund (A Shares) was ranked No. 1 of 57 European Region Funds for 10 years, No. 15 of 68 for five years and No. 5 of 76 for three years ending November 30, 2011.
The Lipper Fund Awards program highlights funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. The awards are given to funds in 23 countries in Asia, Europe and North America. Lipper designates award-winning funds in most individual classifications for the three-, five- and 10-year periods and fund family awards covering three years.
Lipper Fund Awards are based on Lipper's Consistent Return calculation. Lipper scores for Consistent Return reflect funds' historical risk-adjusted returns relative to funds in the same Lipper classification and include each fund's expenses and reinvested distributions, but exclude sales charges. Consistent Return values are calculated with all eligible share classes for each eligible classification. The highest Lipper Leader for Consistent Return value within each eligible classification determines the fund classification winner over three, five or 10 years. Lipper, a Thomson Reuters company, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.
Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.'s retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for its STIC Global Funds. Both Invesco Advisers, Inc. and Invesco Distributors, Inc. are wholly owned, indirect subsidiaries of Invesco Ltd.
NOT FDIC INSURED, MAY LOSE VALUE, OFFER NO BANK GUARANTEE
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 advisers for a prospectus/summary prospectus.SOURCE Invesco
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