#United States #Atlanta #Invesco #Lipper Awards #Active Investments

Invesco Clinches 16 LSEG Lipper Awards for Investment Excellence

Invesco has once again demonstrated its prowess in the investment management sphere by securing an impressive 16 awards at the LSEG Lipper Fund Awards. Recognized for its strong performance in mutual funds, Invesco's commitment to active investment strategies in both fixed income and equities has made a significant mark in the industry.

The awards, which evaluate funds based on Lipper's proprietary quantitative methodology, honor those that exhibit outstanding risk-adjusted returns over three, five, and ten-year periods against their counterparts. Invesco's Senior Managing Director, Tony Wong, expressed pride in this recognition, attributing success to the innovative strategies and engagement practices employed by their dedicated teams.

"Our team is committed to delivering the excellence our clients expect through innovative investment strategies and superior engagement," said Wong. This sentiment echoes through the organization, highlighting a culture that prioritizes client satisfaction and performance quality.

Stephanie Butcher, also a Senior Managing Director at Invesco, added, "We are proud to be recognized for expertise in building highly active, differentiated portfolios across markets and investment styles." This statement reinforces their success in navigating complex financial landscapes to yield favorable outcomes for investors.

Awards Breakdown

Invesco's awards from the 2025 LSEG Lipper Fund Awards include several notable accolades across various categories:

• - Invesco California Municipal Fund: Awarded for the 10-year period in the California Municipal Debt Funds category.
• - Invesco SteelPath MLP Alpha Plus Fund: Winner for three- and five-year periods in the Energy MLP Funds category.
• - Invesco AMT-Free Municipal Income Fund: Honored for the 10-year period in the General Insured Municipal Debt Funds category.
• - Invesco Rochester Municipal Opportunities Fund: Recognized for the 10-year period in the High Yield Municipal Debt Funds category.
• - Invesco Value Opportunities Fund: Acclaimed for three-, five-, and ten-year periods in the Mid-Cap Value Funds category.
• - Invesco New Jersey Municipal Fund: Noted for the five-year period in the New Jersey Municipal Debt Funds category.
• - Invesco Rochester New York Municipals Fund: Acknowledged for both five- and ten-year periods in the New York Municipal Debt Funds category.
• - Invesco Pennsylvania Municipal Fund: Awarded for a ten-year period in the Pennsylvania Municipal Debt Funds category.
• - Invesco Short Term Municipal Fund: Winner for the ten-year period in the Short Municipal Debt Funds category.
• - Invesco Small Cap Value Fund: Lauded for three-, five-, and ten-year periods in the Small-Cap Value Funds category.

These recognition accolades are not only a source of pride for Invesco but also a testament to their sustained excellence in fund management. The Lipper Fund Awards are respected globally, having honored performance that significantly exceeds market expectations over an extended period.

About Invesco

Invesco Ltd. is a global independent investment management firm, committed to delivering exceptional investment experiences that help clients achieve their unique financial goals. With over 20 global offices and management of $1.84 trillion in assets as of December 31, 2024, Invesco relies on diverse investment teams to provide a comprehensive suite of both active and passive investment capabilities.

For further insights on Invesco's numerous offerings or to explore their award-winning funds, visit their official website at www.invesco.com.

About LSEG Lipper Fund Awards

For over three decades, the LSEG Lipper Fund Awards have been a beacon of excellence within the investment community, highlighting funds that consistently deliver strong risk-adjusted performance relative to industry peers. The evaluation criteria are quantitative, based solely on measurable performance, establishing a standard of excellence.

This year's awards were underpinned by rigorous assessments of fund performance over various timeframes, emphasizing the importance of not just doing well but doing well consistently. The prestige attached to these awards reflects their rigorous methodology and data-driven approach that gives industry professionals and investors confidence in their choices.

Investors should stay attuned to Invesco's portfolio offerings, as their extensive recognition indicates a strong commitment to excellence and innovation in investment management. Invest wisely, manage risk, and pursue your long-term financial goals with trusted partners like Invesco.