Fund Research

Fund Research offers a comprehensive study of our investment products. If you have a specific fund or funds you're researching, you can jump ahead to Fund Descriptions. Otherwise, if you do not have a specific fund in mind, Fund Research is organized so that you can start with a very broad overview and refine your search section by section as the information becomes more specific.

For a crash course in commingled funds as an investment vehicle, including how they compare and contrast to mutual funds, select Collective Trusts 101. From there, you can begin learning about the collective trust funds offered by Invesco National Trust Company by moving to Investment Processes.

Investment Processes lets you review the investment philosophy and investment process for each of the investment strategies we utilize in the Invesco Collective Trust funds. Each process also lists the various funds which utilize that process. In some cases, only one fund will use a given process. In other cases, many funds may utilize the same process. In those cases, how each fund is differentiated within a single process is described as well. In most cases, funds are differentiated by applying the same process against different benchmarks. Next, you can target specific funds by selecting Fund Descriptions.

Fund Descriptions lets you choose from a complete list of the Invesco Collective Trust funds and view the investment objective, strategy, investor profile, investment manager & trustee, the sub advisor, benchmark, investment guidelines and principle risks of investing specific to that fund.

Manager Biographies lists the Portfolio Managers of each fund and their career biographies.