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SUPPLEMENT DATED APRIL 2, 2024 TO THE CURRENT
SUMMARY PROSPECTUS, STATUTORY PROSPECTUS AND STATEMENT OF ADDITIONAL INFORMATION FOR:
Invesco Convertible Securities Fund
(the “Fund”)
This supplement amends the Summary Prospectus, Statutory Prospectus and Statement of Additional Information of the above referenced Fund and is in addition to any other supplement(s). You should read this supplement in conjunction with the Summary Prospectus, Statutory Prospectus and Statement of Additional Information 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:
Portfolio Managers
Title
Length of Service on the Fund
Robert Young, CFA
Portfolio Manager (lead)
2023
James Ong, CFA
Portfolio Manager
2024
The following information replaces in its entirety the bulleted information appearing under the heading “Fund Management – Portfolio Managers” in the Statutory Prospectus:
Robert Young, CFA, Portfolio Manager (lead manager), who has been responsible for the Fund since 2023 and has been associated with Invesco and/or its affiliates since 2001.
James Ong, CFA, Portfolio Manager, who has been responsible for the Fund since 2024 and has been associated with Invesco and/or its affiliates since 2014.
The following information is added after the table under “PORTFOLIO MANAGER(S) — PORTFOLIO MANAGER FUND HOLDINGS AND INFORMATION ON OTHER MANAGED ACCOUNTS — INVESTMENTS” in Appendix H of the Fund’s SAI:
As of January 31, 2024, Mr. Ong did not beneficially own any shares of the Fund.
The following information is added after the table under “PORTFOLIO MANAGER(S) — PORTFOLIO MANAGER FUND HOLDINGS AND INFORMATION ON OTHER MANAGED ACCOUNTS — ASSETS MANAGED” in Appendix H of the Fund’s SAI:
As of January 31, 2024, Mr. Ong managed 1 other registered investment company with approximately $50.3 million in assets, no other pooled investment vehicles and no other accounts.
MS-CSEC-SUMSTATSAI-SUP