497 1 h30307e497.htm 497 e497
ICST STAT SUP-1 062813
Statutory Prospectus Supplement dated June 28, 2013
The purpose of this mailing is to provide you with changes to the current Statutory Prospectus for Class R5 and R6 shares, as applicable, of the Funds listed below:
     
Invesco Core Plus Bond Fund
  Invesco Global Real Estate Income Fund
Invesco Floating Rate Fund
  Invesco U.S. Quantitative Core Fund
The following information replaces the table in its entirety appearing under the heading “FUND SUMMARIES - INVESCO CORE PLUS BOND FUND - Management of the Fund” in the prospectus:
         
“Portfolio Managers   Title   Length of Service on the Fund
Chuck Burge
  Portfolio Manager   2009
Claudia Calich
  Portfolio Manager   2009
Darren Hughes
  Portfolio Manager   2012
Michael Hyman
  Portfolio Manager   2013
Scott Roberts
  Portfolio Manager   2012
Robert Waldner
  Portfolio Manager   2013”
The following information replaces in its entirety the information appearing under the heading “FUND MANAGEMENT- Portfolio Managers - Invesco Core Plus Bond Fund” in the prospectus:
    “Chuck Burge, Portfolio Manager, who has been responsible for the Fund since 2009 and has been associated with Invesco and/or its affiliates since 2002.
 
    Claudia Calich, Portfolio Manager, who has been responsible for the Fund since 2009 and has been associated with Invesco and/or its affiliates since 2004.
 
    Darren Hughes, Portfolio Manager, who has been responsible for the Fund since 2012 and has been associated with Invesco and/or its affiliates since 1992.
 
    Michael Hyman, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2013. From 2001 to 2013, he was employed by ING Investment Management and most recently served as Senior Vice President and Head of Investment Grade Corporate Credit.
 
    Scott Roberts, Portfolio Manager, who has been responsible for the Fund since 2012 and has been associated with Invesco and/or its affiliates since 2000.
 
    Robert Waldner, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2013. From 1995 to 2013, he was employed by Franklin Templeton and most recently served as Senior Vice President.”
ICST STAT SUP-1 062813

 


 

CPB STAT SUP-1 062813
Statutory Prospectus Supplement dated June 28, 2013
The purpose of this mailing is to provide you with changes to the current Statutory Prospectus for Class A, B, C, R and Y shares of the Fund listed below:
Invesco Core Plus Bond Fund
The following information replaces the table in its entirety appearing under the heading “FUND SUMMARY – Management of the Fund” in the prospectus:
         
“Portfolio Managers   Title   Length of Service on the Fund
Chuck Burge
  Portfolio Manager   2009
Claudia Calich
  Portfolio Manager   2009
Darren Hughes
  Portfolio Manager   2012
Michael Hyman
  Portfolio Manager   2013
Scott Roberts
  Portfolio Manager   2012
Robert Waldner
  Portfolio Manager   2013”
The following information replaces in its entirety the information appearing under the heading “FUND MANAGEMENT – Portfolio Managers” in the prospectus:
     “The following individuals are jointly and primarily responsible for the day-to-day management of the Fund’s portfolio:
    Chuck Burge, Portfolio Manager, who has been responsible for the Fund since 2009 and has been associated with Invesco and/or its affiliates since 2002.
 
    Claudia Calich, Portfolio Manager, who has been responsible for the Fund since 2009 and has been associated with Invesco and/or its affiliates since 2004.
 
    Darren Hughes, Portfolio Manager, who has been responsible for the Fund since 2012 and has been associated with Invesco and/or its affiliates since 1992.
 
    Michael Hyman, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2013. From 2001 to 2013, he was employed by ING Investment Management and most recently served as Senior Vice President and Head of Investment Grade Corporate Credit.
 
    Scott Roberts, Portfolio Manager, who has been responsible for the Fund since 2012 and has been associated with Invesco and/or its affiliates since 2000.
 
    Robert Waldner, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2013. From 1995 to 2013, he was employed by Franklin Templeton and most recently served as Senior Vice President.
     More information on the portfolio managers may be found at www.invesco.com/us. The Web site is not part of the prospectus.
     The Fund’s SAI provides additional information about the portfolio managers’ investments in the Fund, a description of the compensation structure and information regarding other accounts managed.”
CPB STAT SUP-1 062813

 


 

Statement of Additional Information Supplement dated June 28, 2013
The purpose of this supplement is to provide you with changes to the current Statement of Additional Information for Class A, B, C, R, Y, R5, R6 and Investor Class shares, as applicable, of the Funds listed below:
Invesco Core Plus Bond Fund
Invesco Floating Rate Fund
Invesco Global Real Estate Income Fund
Invesco U.S. Quantitative Core Fund
The following information replaces in its entirety the information appearing under the heading “PORTFOLIO MANAGERS - Portfolio Manager Fund Holdings and Information on Other Managed Accounts - Invesco Core Plus Bond Fund” in Appendix H of the Statement of Additional Information. The following table reflects information as of August 31, 2012 (except as noted):
Investments
               
        Dollar Range of   Dollar Range of all
    Dollar Range of   Investments in Invesco   Investments in Funds and
Portfolio   Investments in each   pooled investment   Invesco pooled investment
Manager   Fund1   vehicles2   vehicles3
Invesco Core Plus Bond Fund
Chuck Burge
  None   $10,001-$50,000   $100,001-$500,000
Claudia Calich
  None   None   $100,001-$500,000
Darren Hughes
  None   None   $500,001-$1,000,000
Michael Hyman4
  None   None   None
Scott Roberts
  None   None   $100,001-$500,000
Robert Waldner5
  None   None   None
 
1   This column reflects investments in a Fund’s shares beneficially owned by a portfolio manager (as determined in accordance with Rule 16a-1(a) (2) under the Securities Exchange Act of 1934, as amended). Beneficial ownership includes ownership by a portfolio manager’s immediate family members sharing the same household.
 
2   This column reflects portfolio managers’ investments made either directly or through a deferred compensation or a similar plan in Invesco pooled investment vehicles with the same or similar objectives and strategies as the Fund as of the most recent fiscal year end of the Fund.
 
3   This column reflects the combined holdings from both the “Dollar Range of all Investments in Funds and Invesco pooled investment vehicles” and the “Dollar Range of Investments in each Fund” columns.
 
4   Effective June 28, 2013, Mr. Hyman will be appointed as portfolio manager of Invesco Core Plus Bond Fund. Information is provided as of May 31, 2013.
 
5   Effective June 28, 2013, Mr. Waldner will be appointed as portfolio manager of Invesco Core Plus Bond Fund. Information is provided as of May 31, 2013.
ACST SUP-3 062813

 


 

Assets Managed
                         
    Other Registered   Other Pooled      
    Investment Companies   Investment Vehicles   Other Accounts
    Managed (assets in   Managed (assets in   Managed (assets in
    millions)   millions)   millions)
Portfolio   Number of       Number of       Number of    
Manager   Accounts   Assets   Accounts   Assets   Accounts   Assets
Invesco Core Plus Bond Fund
Chuck Burge
  8   $14,796.4   8   $3,549.8   2   $268.1
Claudia Calich
  2   $202.1   9   $1,931.1   None   None
Darren Hughes
  8   $3,140.0   None   None   None   None
Michael Hyman4
  None   None   None   None   None   None
Scott Roberts
  8   $3,140.0   None   None   None   None
Robert Waldner5
  None   None   None   None   None   None
ACST SUP-3 062813