available exclusively to qualified retirement plans

Investment Philosophies & Processes

Invesco National Trust Company offers the Invesco Collective Trust Funds as part of the Institutional Retirement Trust. The Invesco Collective Trust Funds are a family of collective trust funds designed exclusively for qualified retirement plans. They combine features of mutual funds with a flexible institutional fee schedule to address our clients' investment needs.

The collective trust funds provide investment management expertise in a broad suite of domestic and global strategies to meet your goals, including traditional equities, quantitative equities, stable value and fixed income, as well as alternatives such as absolute return, alternative beta, commodities and real estate.

Each of our dedicated investment teams adheres to clearly defined investment strategies and philosophies to align with your expectations.

Choose from the list of Available Strategies here to learn more about that strategy's investment philosophy and investment process. You'll also see which of the Invesco Collective Trust funds are managed according to that process. In some cases, there are several funds, all managed using the same investment process. In other cases, only one fund uses a given process.

Please note, the information contained here illustrates the process managing the fund, not the fund itself.