SUPPLEMENT DATED NOVEMBER 28, 2022 TO THE CURRENT
SUMMARY
PROSPECTUS AND STATUTORY PROSPECTUS FOR:
Invesco Rising Dividends
Fund
(the “Fund”)
This supplement amends the Summary Prospectus and Statutory Prospectus of the above referenced
Fund and is in addition to any other supplement(s), unless otherwise specified.
You should read this supplement in conjunction with the Summary Prospectus and Statutory Prospectus and retain it for future reference.
The following information replaces in its entirety the table appearing under the heading “Management of the Fund” in the prospectuses:
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Length of Service on the Fund |
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2019 (predecessor fund 2018) |
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The following information replaces in its entirety the information appearing under the heading
“Fund Management – Portfolio Managers” in the Statutory Prospectus:
The following individuals are jointly and primarily responsible for the day-to-day management of the Fund’s portfolio:
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Peter Santoro, CFA (lead manager), Portfolio Manager, who has been responsible for
the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2021. From 2003 to 2021, he was associated with Columbia Threadneedle Investments where he served as a Senior Portfolio Manager.
▪
Belinda Cavazos, CFA, Portfolio Manager, who has been responsible for the Fund
since 2020 and has been associated with Invesco and/or its affiliates since 2020. Prior to joining Invesco, Ms. Cavazos was employed by Boston Trust Walden from 2013 to 2020, where she served as a Managing Director and Portfolio Manager.
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Raman Vardharaj, CFA, Portfolio Manager, who has been responsible for the Fund
since 2019 and has been associated with Invesco and/or its affiliates since 2019. Prior to the commencement of the Fund’s operations, Mr. Vardharaj managed the predecessor fund since 2018 and was associated with OppenheimerFunds, a global asset management firm, since
2009.
A lead or co-lead manager generally has final authority over all aspects of the Fund’s investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio construction techniques, portfolio risk assessment, and the management of daily cash flows in accordance with portfolio holdings. The degree to which a lead or co-lead manager may perform these functions, and the nature of these functions, may change from time to time.
More information on the portfolio managers may be found at www.invesco.com/us. The website is not part of this prospectus.
The Fund’s SAI provides additional information about the portfolio
managers’ investments in the Fund, a description of the compensation structure and information regarding other accounts managed.