Invesco AimSM announced today it will draw from the breadth of investment experience within Invesco Worldwide Fixed Income to provide management for seven AIM fixed-income funds and the fixed-income portion of AIM Basic Balanced Fund.
In an effort to bring the best of Invesco to AIM fund shareholders, fixed-income resources of the global firm have been integrated into Invesco Worldwide Fixed Income, which combines the experience of 125 investment professionals across the globe and manages over $160 billion in assets in global fixed income, money market, stable value, and alternative mandates. The following changes were prompted by the expansion of roles for senior portfolio managers Jan Friedli and Carolyn Gibbs within Invesco Worldwide Fixed Income.
|Previous Management Team||New Management Team|
|AIM Basic Balanced Fund||Bret Stanley (lead), Canon Coleman, Jan Friedli, Brendan Gau, Matthew Seinsheimer, Michael Simon||Bret Stanley (lead), Canon Coleman, Brendan Gau, Mark Gilley, Matthew Seinsheimer, Michael Simon|
AIM Core Bond Fund
(Formerly AIM Total Return Bond Fund)
|Jan Friedli (lead), Brendan Gau||Brendan Gau (lead), Mark Gilley|
|AIM High Yield Fund||Peter Ehret (co-lead), Carolyn Gibbs (co-lead), Darren Hughes||Peter Ehret (lead), Carolyn Gibbs, Darren Hughes|
|AIM Income Fund||Jan Friedli (lead), Peter Ehret, Brendan Gau, Carolyn Gibbs, Darren Hughes||Brendan Gau (lead), Peter Ehret, Mark Gilley, Darren Hughes|
|AIM LIBOR Alpha Fund||Brendan Gau (lead), Chuck Burge, Jan Friedli, Mark Gilley||Brendan Gau (lead), Chuck Burge, Mark Gilley|
|AIM Limited Maturity Treasury Fund||Jan Friedli (lead), Brendan Gau||Brendan Gau (lead), Scot Johnson|
|AIM Short Term Bond Fund||Jan Friedli (lead), Brendan Gau||Brendan Gau (lead), Mark Gilley|
AIM U.S. Government Fund
(Formerly AIM Intermediate Government Fund)
|Jan Friedli (lead), Brendan Gau||Brendan Gau (lead), Scot Johnson|
Mr. Friedli has assumed the role of Head of Global Process Management, which will be charged with continued development and maintenance of the investment platform covering quantitative analysis capabilities, risk management, coordination of investment-related technologies and investment process oversight.
Ms. Gibbs has assumed the role of Investment Product Head of Retail Fixed Income, serving as a senior member of the group’s management team in an oversight capacity for retail investment products.
“Being part of one of the world’s largest independent global investment management firms enables us to draw upon Invesco’s distinctive worldwide investment management capabilities for the potential benefit of fund shareholders,” said Philip Taylor, Senior Managing Director and Head of Invesco's North American retail business, including Invesco Aim. "In addition, part of the strength of our investment culture lies in the continuous development of talent from within our firm.”
Two funds also are changing names to better reflect their investment mandates. Effective today, AIM Total Return Bond Fund is now AIM Core Bond Fund and AIM Intermediate Government Fund has been renamed AIM U.S. Government Fund.
About Invesco Aim
Invesco Aim is dedicated to building solutions for its clients with exceptional products and services through multiple investment management styles and a broad range of investment portfolios – mutual funds, exchange-traded funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans and offshore products. For more information, visit www.invescoaim.com. Invesco Aim is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Invesco Aim Distributors, Inc. is the distributor for the retail mutual funds, the exchange-traded funds and U.S. institutional money market funds represented by Invesco Aim. All of these entities are indirect, wholly owned subsidiaries of Invesco Ltd.
Invesco is a leading independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, including AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark, and WL Ross, Invesco provides a comprehensive array of enduring investment solutions for retail, institutional and high-net-worth clients around the world. Operating in 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
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Invesco Aim Distributors, Inc.