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03/26/01 11:13:03 PM PST
by Working Money Magazine

For well over a century, the people who built Invesco have been dedicated to the business of successful investing. As early as 1853, their predecessors around the world were actively involved in investment management, originating new products and exploring the world's developing markets.

As investment methods and markets evolved over the decades, so did the companies that molded Invesco's heritage. Its UK and US predecessor companies merged their management and market strengths in 1988 to form INVESCO, PLC. Since the merger, the company has strengthened and expanded its global expertise through carefully controlled growth. Only companies meeting stringent criteria have been selected to become part of the Invesco team. The completion of the INVESCO/AIM merger created a new company, AMVESCAP, which is better equipped to meet the growing needs of Invesco's customers. Today, INVESCO provides clients with an array of investment choices to achieve the optimum combination of risk and return.


Established in 1932, INVESCO Funds Group, Inc., is one of the oldest existing mutual fund management companies in the US. The company provides management, distribution, and administrative services for the nationally renowned Invesco Funds and is one of the top companies in the business of directly marketed mutual funds. Services include a full range of retirement plans, Uniform Gift/Trust for Minors Accounts (UGTMA), systematic investment programs, electronic funds transfer, and 24-hour account information.

Over 800 trained professionals seek to combine state-of-the-art technology with an old-fashioned service orientation.

The company represents approximately one million shareholder accounts totaling over $56 billion in assets under management as of September 30, 2000, for clients across the US. The company also works with prominent third-party networks, as well as providing investment options for company retirement plans and variable annuities.

A leader in targeted sector funds, INVESCO Funds' family of funds also encompasses diversified equity funds plus income, bonds, tax-exempt, international, and money market alternatives. Approximately 12 variable annuity options are also available for retirement plans. INVESCO Funds also offers 27 loaded funds in A, B, and C share classes as of October 31, 2000. Invesco offers:

  • Range of investment styles
  • 33 no-load mutual funds
  • 27 load mutual funds
  • Sector funds
  • Commingled trust
  • Separate accounts
  • Global health sciences fund

INVESCO Funds was one of the fastest-growing firms in the industry during 2000. The company posted positive flows for the entire 12 months and was ranked fifth out of 653 of the best-selling firms in the industry and second out of 331 of the best-selling firms in the direct market. The company received $16.3 billion in net sales in 2000, compared with $4.2 billion in 1999 -- a 288% increase for the year.

For the sixth consecutive year, INVESCO Funds was awarded Dalbar's Mutual Funds Service Award, symbolizing the highest level of service to shareholders in the mutual fund industry. In addition, the company's website received numerous awards during the year from Dalbar, Kasina, and the Web Marketing Association, and was cited for its functionality, ease of use, and clear editorial content.

If you have further questions about INVESCO Funds, please contact the company at or 800 255-6972, 303 930-6300.

Information herein was taken from the Invesco website at

Copyright © 2001 Technical Analysis, Inc. All rights reserved.

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