Non-US US Non-US US Non-US US. What does that mean for you as an investor? Why Invesco International Growth Fund? 1 Consistency of performance
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1 Invesco International Growth Fund Seeking quality growth abroad Equity Objective Seeks long-term growth of capital A: AIIEX C: AIECX Y: AIIYX R: AIERX R5: AIEVX R6: IGFRX Fund facts and figures 26 years strategy longevity 15-member multi-national team 60 to 100 high-quality holdings across over 20 countries For more than two decades, investors have benefited from the Invesco International Growth Fund s distinctive approach to quality growth investing internationally. Let s look at why you may want to consider investing outside the US and how the fund may help you participate in the world of quality growth opportunity. Why invest internationally? While the US plays an important role on the world economic stage, countries outside the US account for 1 : 96% of the world s population 75% of the world s gross domestic product 48% of the world s market capitalization Overall Morningstar Rating TM Foreign Large Growth Category, Class A shares as of March 31, 2018: HHH Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Class A shares received 3 stars for the overall, 1 star for the three years, 2 stars for the five years and 4 stars for the 10 years. The fund was rated among 339, 339, 293 and 211 funds within the Morningstar Foreign Large Growth Category for the overall period, three, five and 10 years, respectively. Non-US US Non-US US Non-US US What does that mean for you as an investor? Limiting investments solely to US stocks excludes close to half of the world s stock market value and the majority of the world s potential consumers and economic output. US-focused investors forgo a much broader investment universe and an opportunity to increase diversification, which may increase long-term returns while helping to manage volatility. Why Invesco International Growth Fund? 1 Consistency of performance 2 Quality growth approach 3 Continuity of management 26+ years of International Investing We seek competitive, long-term results spanning a wide range of market environments to help take the guesswork out of the right time to invest internationally. We help ease concerns about investing abroad by offering a proven, disciplined approach to quality growth investing, which has resulted in less volatility than most peers. We help guide you to opportunities others may overlook by offering a unique global perspective of an experienced investment team. 1 Sources: International Monetary Fund; World Economic Outlook Database, Invesco, MSCI. GDP and population figures are projections as of April Market capitalization share figures are based on the MSCI All Country World Index. Data as of March 31, Foreign securities have additional risks, including exchange rate changes, political and economic upheaval, relative lack of information, relatively low market liquidity, and the potential lack of strict financial and accounting controls and standards.
2 Consistency of performance Competitive results across varied market conditions 1 Outperformed the benchmark 95% of the time over all quarterly five-year rolling periods since fund inception. 1 The fund s track record of consistent long-term outperformance has spanned a wide range of extremely varied market environments, which may help alleviate the uncertainty investors may feel about when to invest in international markets. Generally outpaced benchmark with a competitive risk profile Quarterly rolling five-year annualized excess returns since fund inception in 1992 to March 31, Invesco International Growth Fund Class A shares at NAV relative to benchmark Custom Invesco International Growth Index Excess returns % /97 3/99 6/99 3/01 6/01 3/03 6/03 3/05 6/05 3/07 6/07 3/09 6/09 3/11 6/11 3/13 6/13 3/15 6/15 3/17 6/17 3/18 Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. Visit invesco.com/us for the most recent month-end performance. Performance figures reflect reinvested distributions and changes in net asset value (NAV). Investment return and principal value will vary so that you may have a gain or loss when you sell shares. Performance shown at NAV does not include applicable front-end sales charges, which would have reduced performance. Performance for other share classes will differ due to differing sales charge structures and class expenses. Returns less than one year are cumulative; all other performance figures are annualized. The gross expense ratio is 1.33% for Class A shares. Expenses are as of the fund s fiscal year end as outlined in the fund s current prospectus. Outperformed its broad and style-specific benchmark indexes since inception (4/7/92) to March 31, A $10,000 investment in the fund at NAV would have delivered $66,854 beating its benchmarks. Invesco International Growth Class A MSCI All Country World ex USA $70,000 60,000 50,000 40,000 30,000 20,000 10,000 4/92 Custom Invesco International Growth Index 1 For Class A Shares at net asset value as of March 31, 2018; from closest quarter end since fund inception on April 7, Source: StyleADVISOR, Invesco. Returns for Class A shares reflect the reinvestment of distributions, but does not include sales charges, which would have reduced the performance. Broad benchmark represented by the MSCI AC World ex-us Index and the style benchmark represented by the Custom Invesco International Growth Index. Past performance is no guarantee of comparable future results. Data of both indexes as of closest month end to fund inception. Unmanaged index returns do not reflect any fees, expenses or sales charges. An investment cannot be made directly in an index. The Custom Invesco International Growth Index is composed of the MSCI EAFE Growth Index through Feb. 28, 2013, and the MSCI All Country World ex-us Growth Index thereafter. An investment cannot be made directly in an index. 12/97 12/01 12/05 12/09 Average annual total returns % as of March 31, 2018 Class A shares w/o sales charges 12/13 12/17 $66,854 $55,306 $37,282 w/max 5.50% sales charge 1 year years years Since inception (4/7/92)
3 Quality growth approach A history of lower volatility for investors 2 The fund outperformed 76% with less risk than 96% of its foreign large-cap peers tracked by Morningstar over the 10-year period ended March 31, Our quality growth focus relies on intensive bottom-up company research to identify investment opportunities, regardless of sector, country or regional trends. We carefully analyze each company s EQV profile earnings, quality and valuation to answer these key questions: Earnings Quality Valuation Is earnings growth sustainable? Is the company well managed and financially strong? Is the stock attractively valued? How does our team s approach potentially benefit investors? Our focus on quality growth companies has enabled the fund to deliver attractive long-term returns with, impressively, less risk than the majority of its peers. That means the fund can serve as a stand-alone international allocation in a portfolio or may be used as a diversifier complementing more aggressive or value style international assets. Outperformance with less volatility Invesco International Growth Fund vs. Morningstar Foreign Large All Category 10-year risk/return rank as of March 31, Return percentile rank (%) Higher return Lower risk The fund outperformed 76% of peers; less risk than 96% of peers Higher return Higher risk Fund vs. Morningstar peer group 10-year return rank 24% (218/892) 10-year risk rank 96% (853/892) 100 Lower return Lower risk Lower return Higher risk Risk percentile rank (%) Source: StyleADVISOR. 10-year risk/return rankings for Invesco International Growth Fund Class A shares at net asset value, as of March 31, The return rank vs. Morningstar Foreign Large All Category for the one-year period was 86% (1,034/1,209). The return rank for the five-year period was 60% (673/1,116) with 88% (980/1,116) risk rank as of March 31, Rankings for other share classes may differ due to different performance characteristics. Invesco International Growth Fund falls in the Morningstar Foreign Large Growth Category. Rankings shown versus other categories are intended to demonstrate the fund s historical capability as an international holding and long-term results. The Morningstar Foreign Large Growth Category Average represents the average of all funds in the Morningstar Foreign Large Growth Category. The Morningstar Foreign Large Blend Category Average represents the average of all funds in the Morningstar Foreign Large Blend Category. The Morningstar Foreign Large Value Category Average represents the average of all funds in the Morningstar Foreign Large Value Category. The Morningstar Foreign Large All Category is a combination of Morningstar Foreign Large Growth, Morningstar Foreign Large Blend and Morningstar Foreign Large Value categories. Morningstar rankings are based on total return, excluding sales charges and including fees and expenses, versus all funds in the Morningstar category. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Had fees not been waived and/or expenses reimbursed currently or in the past, the ranking would have been lower. Past performance is no guarantee of future results. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time. Volatility as represented by 10-year standard deviation as of March 31, 2018.
4 Continuity of management A unique global perspective proven over two decades 3 We invest in over 20 countries and interview over 500 company management teams annually for research purposes. When you travel abroad, a seasoned guide can enhance your experience by helping you discover memorable places others may overlook. Likewise, you want the same experienced guidance when you invest internationally. Our 15-member multi-national International Growth team has over 200 years of combined investment experience and offers a unique combination of stability and perspective. Disciplined investment philosophy and process Equally important to investment success is adhering to a disciplined investment process despite market volatility that may cause apprehensive investors to act impulsively and unwisely. Three core principles guide our investment decisions: Bottom-up stock selection based on intensive company research rather than regional trends Active management by owning stocks based on merit, not index weight Long-term focus by avoiding short-term market noise and holding stocks for at least three to five years Investment opportunity without borders International investing may seem daunting. Our team s time-tested approach is a key differentiator from the rest of the pack. We skillfully scour the globe to uncover ideas that help generate growth, while keeping a keen eye on volatility. Invesco International Growth Fund regional allocations (% of total net assets) as of March 31, North America 10.51% UK 14.89% Europe (excluding UK) 36.21% Japan 5.31% Africa/ Middle East 0% Asia Pacific (excluding Japan) 21.46% Latin America 7.56% For illustrative purposes only
5 Broadening your borders Is your portfolio as international as it should be? International markets are expanding and gaining in importance. By investing solely in the US, you may be passing over a world of growth opportunities. Adding international investments to your portfolio may help decrease overall volatility while potentially providing solid returns making it well worth your time to look beyond your borders. A one-stop international allocation or a portion of it Typical 70/30 portfolio One-stop international allocation Other complementary international strategies % % % US 70 US 70 US 70 International 30 Invesco International 30 Invesco International 15 Growth Fund Growth Fund Other international/ global strategies 15 For illustrative purposes only. This does not constitute a recommendation of the suitability of any investment strategy for a particular investor. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing.
6 Why Invesco for international investing? Access to quality growth opportunities others may overlook By the numbers $33 billion team assets under management as of March 31, years portfolio manager industry experience 26 years strategy longevity Our team s unique combination of competitive long-term results, quality growth approach to portfolio construction, and continuity of management offers you a true value-add international investment partner. Experience and foresight to look for opportunities others may miss Unique global perspective tested through diverse market environments for more than two decades Active pursuit of attractive, high-quality investments in Europe, Canada, Latin America, Asia Pacific and the Middle East and Africa We invite you to explore investment opportunities abroad by partnering with our experienced team as your guide. Explore High-Conviction Investing with Invesco About risk Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested. The risks of investing in securities of foreign issuers, including emerging market issuers, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues. Growth stocks tend to be more sensitive to changes in their earnings and can be more volatile. The investment techniques and risk analysis used by the portfolio managers may not produce the desired results. Stocks of medium-sized companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale. The fund is subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund. 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 advisors for a prospectus/summary prospectus or visit invesco.com/fundprospectus. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. Note: Not all products, materials or services available at all firms. Advisors, please contact your home office Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and isn t warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance cannot guarantee future results. Morningstar ratings are as of March 31, 2018, and are subject to change every month. Ratings are calculated for funds with at least a three year history. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings for other share classes may differ due to different performance characteristics. All data provided by Invesco unless otherwise noted. Diversification does not guarantee a profit or eliminate the risk of loss. The opinions expressed are those of the International Growth team and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. Standard deviation measures a fund s range of total returns and identifies the spread of a fund s short-term fluctuations. Beta is a measure of relative risk and the slope of regression. The MSCI All Country World ex-us Growth Index is an unmanaged index considered representative of growth stocks in developed and emerging market stock markets, excluding the US. The MSCI All Country World Index is an unmanaged index considered representative of stock markets of developed and emerging markets. An investment cannot be made directly in an index. The MSCI All Country World ex-us index is an unmanaged index considered representative of stock markets of developed and emerging markets, excluding the US. The MSCI EAFE Growth Index is an unmanaged index considered representative of growth stocks of Europe, Australasia and the Far East. Neither MSCI nor any party involved in or related to compiling, computing or creating MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by its use), and all parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the data is permitted without MSCI s express written consent. invesco.com/us IGR-IVG-1 5/18 Invesco Distributors, Inc. US5577
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