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Our equity investment philosophy is centered on generating capital appreciation for the investor. The primary emphasis is on providing the investor with a degree of capital appreciation, superior to that of the returns from the equity class as represented by a market index over the longer term. Our core investment premise is that the equity markets are not completely efficient. A well-organized and thorough research effort combined with a disciplined portfolio management approach will enable out performance of the market index over time. A key pillar of our disciplined approach is to stay true to the mandate of the specific fund as specified in the offer document under all circumstances. This is key to generating superior performance over time even though there could be times when staying true to the mandate may result in short-term underperformance. Our investment philosophy is a matrix framework of Company, Industry, Economic and Technical analysis. The equity team will provide many of the inputs for this framework, but we will also use inputs from external sources as and when required. This open framework is combined with an environment that encourages regular and constant debate; which we believe leads to superior decision making. The philosophy for managing fixed income portfolios revolves around optimizing risk adjusted returns for the investor by investing in high quality credit assets, managing interest rate risk and minimizing liquidity risk. Our fixed income investment philosophy is based on a top down research oriented model with focus on economic data analysis. We strive to generate optimized risk adjusted returns by providing for safety of capital, liquidity of funds and investment income for the investors. The portfolios are actively managed for both the interest rate risk, credit and liquidity risk. The interest rate risk is managed across duration buckets and portfolio composition is managed through active asset allocation across credits and the liquidity risk through a well-diversified portfolio. The investment team follows a disciplined research oriented investment process to meet fund-specific investment objectives on a long-term investment horizon. The fund manager strives for outperforming the benchmark by selecting superior credits, based on the in-house analytical credit research and interest rate direction calls without compromising on the liquidity risk. The credit risk assessment constitutes an integral part of the investment process and is carried out across sectors covering manufacturing, finance and services. By applying the credit model, we determine and monitor the credit worthiness of an issuer and assess the credit exposure limit. Our internal credit rating acts as a powerful risk containment tool that allow the fund manager to narrow down select credits to match the credit strategies of individual funds. We believe employees are important stakeholders in the growth and development of our organization. We value, nurture and reward the application of intellectual expertise across our company. We back this up by actively encouraging people to develop their skills and build on their professional qualifications. We work in a knowledge driven environment that fosters and demands cohesive teamwork, unconventional thinking and continuous learning. The atmosphere is one of knowledge generation and sharing. We aim to provide employees with an invigorating and professional work environment based on respect, openness and trust. A strong commitment to perform with a passion for excellence is what we expect from our employees. If you're interested in pursuing a career with Invesco Mutual Fund or any of our Invesco affiliates, please visit the Invesco career center to review our opportunities. Research what makes our company one of the premier investment leaders in our industry and learn about some of the many benefits of working here.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Our equity investment philosophy is centered on generating capital appreciation for the investor. The primary emphasis is on providing the investor with a degree of capital appreciation, superior to that of the returns from the equity class as represented by a market index over the longer term. Our core investment premise is that the equity markets are not completely efficient. A well-organized and thorough research effort combined with a disciplined portfolio management approach will enable out performance of the market index over time. A key pillar of our disciplined approach is to stay true to the mandate of the specific fund as specified in the offer document under all circumstances. This is key to generating superior performance over time even though there could be times when staying true to the mandate may result in short-term underperformance. Our investment philosophy is a matrix framework of Company, Industry, Economic and Technical analysis. The equity team will provide many of the inputs for this framework, but we will also use inputs from external sources as and when required. This open framework is combined with an environment that encourages regular and constant debate; which we believe leads to superior decision making. The philosophy for managing fixed income portfolios revolves around optimizing risk adjusted returns for the investor by investing in high quality credit assets, managing interest rate risk and minimizing liquidity risk. Our fixed income investment philosophy is based on a top down research oriented model with focus on economic data analysis. We strive to generate optimized risk adjusted returns by providing for safety of capital, liquidity of funds and investment income for the investors. The portfolios are actively managed for both the interest rate risk, credit and liquidity risk. The interest rate risk is managed across duration buckets and portfolio composition is managed through active asset allocation across credits and the liquidity risk through a well-diversified portfolio. The investment team follows a disciplined research oriented investment process to meet fund-specific investment objectives on a long-term investment horizon. The fund manager strives for outperforming the benchmark by selecting superior credits, based on the in-house analytical credit research and interest rate direction calls without compromising on the liquidity risk. The credit risk assessment constitutes an integral part of the investment process and is carried out across sectors covering manufacturing, finance and services. By applying the credit model, we determine and monitor the credit worthiness of an issuer and assess the credit exposure limit. Our internal credit rating acts as a powerful risk containment tool that allow the fund manager to narrow down select credits to match the credit strategies of individual funds. We believe employees are important stakeholders in the growth and development of our organization. We value, nurture and reward the application of intellectual expertise across our company. We back this up by actively encouraging people to develop their skills and build on their professional qualifications. We work in a knowledge driven environment that fosters and demands cohesive teamwork, unconventional thinking and continuous learning. The atmosphere is one of knowledge generation and sharing. We aim to provide employees with an invigorating and professional work environment based on respect, openness and trust. A strong commitment to perform with a passion for excellence is what we expect from our employees. If you're interested in pursuing a career with Invesco Mutual Fund or any of our Invesco affiliates, please visit the Invesco career center to review our opportunities. Research what makes our company one of the premier investment leaders in our industry and learn about some of the many benefits of working here. SEBI vide its circular reference no. SEBI/IMD/Cir No.18/198647/2010 dated March 15, 2010 has stated that mutual fund should play an active role in ensuring better corporate governance of listed companies. The said circular stated that the AMCs should disclose their general policies and procedures for exercising the voting rights in respect of shares held by them. Subsequently, SEBI vide its circular ref. no. CIR/IMD/DF/05/2014 dated March 24, 2014, SEBI/HO/IMD/DF2/CIR/P/2016/68 dated August 10, 2016, SEBI vide its circular ref. no. CIR/CFD/CMD1/ 168 /2019 dated December 24, 2019 and SEBI/HO/IMD/DF4/CIR/P/2021/29 dated March 5, 2021 have amended certain provisions of above mentioned circular specifying additional compliance / disclosure requirements with respect to exercise of voting rights by mutual funds so as to further improve transparency as well as encourage Mutual Funds/AMCs to diligently exercise their voting rights in best interest of the unitholders. In this respect, AMFI vide its letter no. 35P/ MEM-COR/ 51/ 2020-21 dated March 09, 2021 has communicated that it would be mandatory for the Mutual Funds to cast their votes ‘For’ or ‘Against’ and Abstention will not be counted as having voted. The provisions of circulars issued by SEBI from time to time on voting by mutual fund schemes have now been consolidated in Part IV of Chapter 6 of SEBI Master Circular dated June 27, 2024. Accordingly, this policy is drafted pursuance to circulars issued by SEBI and provides general philosophy, broad guidelines, procedures and principles for exercising voting rights. Invesco Asset Management (India) Private Limited(“IAMI”)is an Investment Manager to the scheme(s) of Invesco Mutual Fund (“the Fund”). As an investment manager, IAMI has fiduciary responsibility to act in the best interest of unit-holders of the Fund. This responsibility includes exercising voting rights attached to the securities of the companies in which the schemes of the Fund invest. IAMI will participate in the voting process (i.e. exercise voting rights) based