Products

INVESCO Australia: Products

Products

As part of the Invesco Ltd group, Invesco Australia has a diverse range of specialist investment capabilities designed to meet investors' different return and risk requirements.

We offer investors single asset class investment portfolios including Australian equities, Australian smaller companies, global equities, Asian equities, global property, global fixed income, and cash.

Our fully owned subsidiary in Australia, Concord Capital Ltd, manages a range of broad cap Australian equity portfolios, as well as a concentrated smaller companies portfolio. We also have diversified portfolios which invest across a number of sectors.

In the table below we provide a summary of our key retail investment capabilities - including investment approach, investment periods, and risk levels. On the right hand side of this table we provide links for our key retail clients groups - adviser, researchers & platforms, and direct investors - from which can be obtained further information on each capability (e.g. performance, reports, PDS, unit prices, topical articles, etc).

For information about our institutional capabilities, please click here

To download an electronic copy of our PDS containing information on all of our current Funds, please click here, or click here to order a hard copy.

Client pages explained

Click on the coloured dots below to obtain more information on our key investment capabilities:

Click here for information relating specifically to financial advisers

Click here for information relating specifically to researchers & platforms

Click here for information relating specifically to direct investors

Investment capability & Investment approach	B'mark/ investmt. period	Risk	Client pages

Australian equities
Broad market portfolio	Benchmark: Various 7+ years

Smaller companies
Two smaller companies capabilities to choose from. Both utilise a bottom-up, research driven process: One underlying portfolio typically holds 50-80 securities The other holds 20-40 securities	Benchmark: S&P/ASX Small Ordinaries Accumulation Index 7+ years

Global equities
Substantially style-neutral combining fundamental insights with a quantitative approach in long only global equities Underlying investments managed by Invesco’s Global Quantitative Equity Group in New York, Boston and Frankfurt Unhedged or fully hedged portfolios available Underlying portfolio typically holds between 80-160 securities	Benchmark: MSCI World Index in A$ (unhedged or fully hedged in AUD) 7+ years

Asian equities
Investing in Asian (ex Japan) companies that will benefit from the strongly-growing Asian Consumer Demand theme Bottom-up research assisted by top-down macro analysis Can incorporate top-down macroeconomic analysis Underlying portfolio typically holds between 60-100 securities	Benchmark-unaware. The reference benchmark is the MSCI All Countries Asia ex Japan index (unhedged in A$) 7+ years * Note: on 1 October 2011 the Invesco Wholesale Asian Share Fund changed to the Invesco Wholesale Asian Consumer Demand Fund. Click here for more information on this change.

Global property securities
Active, research-driven approach with bottom-up securities research Underlying investments managed by Invesco’s team in Dallas, US, utilising research resources around the world Underlying portfolio typically holds between 60-100 securities Unhedged or fully hedged portfolios available	Benchmark: FTSE EPRA/NAREIT Developed Net TR Index (unhedged or hedged in A$) 7+ years

Balanced
Diversified growth
Active approach incorporating top-down asset allocation with bottom-up security selection	Benchmark: internally maintained composite benchmark 5 years

Protected growth
Dynamic management of risk to protect capital managed on an absolute return basis	No Benchmark 3 years

Fixed income
Active approach combining top-down analysis with bottom-up security selection Management in London, drawing on the investment resources of Invesco’s Worldwide Fixed Income Group Covers a diverse range of capabilities including macro interest rates, high yield, emerging markets, bank loans, municipals and convertibles	Benchmark: various 3-5 years

Cash management
Investing in prime quality short term money market securities No use of derivatives currently, but may trade futures, not options, in the future	Benchmark: UBS Australian Bank Bill Index 1 year