Invesco Asia Pacific Growth Fund Class Y

This innovative investment vehicle aims to mirror the performance of the MSCI USA Momentum SR Variant Index, offering investors a unique approach to momentum-driven stock selection. By allocating a minimum of 90% of its assets to the index's component securities, the fund provides substantial exposure to companies exhibiting strong momentum characteristics within the U.S. equity market.

The remaining 10% of the fund's assets may be strategically deployed in a mix of financial instruments, including futures, options, and swap contracts, as well as cash and cash equivalents. This flexibility allows fund managers to potentially enhance returns, manage risk, and maintain liquidity.

At its core, the fund taps into the momentum factor, a well-documented market anomaly that suggests stocks with recent outperformance tend to continue their upward trajectory. The underlying index, curated by MSCI Inc., employs a sophisticated methodology to identify and select stocks displaying superior momentum traits from its parent index, the MSCI USA Index.

By focusing on momentum, this investment option offers a dynamic alternative to traditional market-cap weighted indices. It provides investors with exposure to companies that are potentially riding positive trends in their respective industries or benefiting from broader market movements.

For those seeking to capitalize on market momentum while maintaining a diversified U.S. equity exposure, this fund presents an intriguing opportunity. However, as with any investment strategy, it's crucial to consider how this momentum-focused approach aligns with your overall investment goals and risk tolerance.