EX-99.77Q1A 3 d543440dex9977q1a.txt EX-99.77Q1A Sub-Item 77Q1(a) AMENDMENT NO. 1 TO THE FOURTH AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST OF AIM GROWTH SERIES (INVESCO GROWTH SERIES) This Amendment No. 1 (the "Amendment") to the Fourth Amended and Restated Agreement and Declaration of Trust of AIM Growth Series (Invesco Growth Series) (the "Trust") amends, effective August 3, 2017, the Fourth Amended and Restated Agreement and Declaration of Trust of the Trust dated as of April 11, 2017 (the "Agreement"). Under Section 9.7 of the Agreement, this Amendment may be executed by a duly authorized officer of the Trust. WHEREAS, the Trust desires to amend the Agreement to add Invesco Target Date 2015 Fund, Invesco Target Date 2020 Fund, Invesco Target Date 2025 Fund, Invesco Target Date 2030 Fund, Invesco Target Date 2035 Fund, Invesco Target Date 2040 Fund, Invesco Target Date 2045 Fund, Invesco Target Date 2050 Fund, Invesco Target Date 2055 Fund, Invesco Target Date 2060 Fund, Invesco Target Date 2065 Fund and Invesco Target Date Retirement Now Fund; NOW, THEREFORE, the Agreement is hereby amended as follows: 1. Schedule A of the Agreement is hereby amended and restated to read in its entirety as set forth on Exhibit 1 to this Amendment. 2. All capitalized terms are used herein as defined in the Agreement unless otherwise defined herein. All references in the Agreement to "this Agreement" shall mean the Agreement as amended by this Amendment. 3. Except as specifically amended by this Amendment, the Agreement is hereby confirmed and remains in full force and effect. IN WITNESS WHEREOF, the undersigned, a duly authorized officer of the Trust, has executed this Amendment as of August 3, 2017. By: /s/ John M. Zerr ------------------------------ Name: John M. Zerr Title: Senior Vice President EXHIBIT 1 "SCHEDULE A AIM GROWTH SERIES (INVESCO GROWTH SERIES) PORTFOLIOS AND CLASSES THEREOF
PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Alternative Strategies Fund Class A Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement Now Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2020 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2030 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2040 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2050 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Conservative Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Convertible Securities Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Global Low Volatility Equity Yield Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Growth Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Income Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco International Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Mid Cap Core Equity Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ---------------------------- Invesco Moderate Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Multi-Asset Inflation Fund Class A Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Quality Income Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Small Cap Growth Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Investor Class Share Invesco Target Date 2015 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Target Date 2020 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2025 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2030 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2035 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2040 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2045 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2050 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Target Date 2055 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2060 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date 2065 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Target Date Retirement Now Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares"
7 Sub-Item 77Q1(a) AMENDMENT NO. 2 TO THE FOURTH AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST OF AIM GROWTH SERIES (INVESCO GROWTH SERIES) This Amendment No. 2 (the "Amendment") to the Fourth Amended and Restated Agreement and Declaration of Trust of AIM Growth Series (Invesco Growth Series) (the "Trust") amends, effective December 18, 2017, the Fourth Amended and Restated Agreement and Declaration of Trust of the Trust dated as of April 11, 2017 (the "Agreement"). Under Section 9.7 of the Agreement, this Amendment may be executed by a duly authorized officer of the Trust. WHEREAS, the Trust desires to amend the Agreement to change the following Funds' names; CURRENT NAME NEW NAME Invesco Target Date 2015 Fund Invesco Peak Retirement(TM) 2015 Fund Invesco Target Date 2020 Fund Invesco Peak Retirement(TM) 2020 Fund Invesco Target Date 2025 Fund Invesco Peak Retirement(TM) 2025 Fund Invesco Target Date 2030 Fund Invesco Peak Retirement(TM) 2030 Fund Invesco Target Date 2035 Fund Invesco Peak Retirement(TM) 2035 Fund Invesco Target Date 2040 Fund Invesco Peak Retirement(TM) 2040 Fund Invesco Target Date 2045 Fund Invesco Peak Retirement(TM) 2045 Fund Invesco Target Date 2050 Fund Invesco Peak Retirement(TM) 2050 Fund Invesco Target Date 2055 Fund Invesco Peak Retirement(TM) 2055 Fund Invesco Target Date 2060 Fund Invesco Peak Retirement(TM) 2060 Fund Invesco Target Date 2065 Fund Invesco Peak Retirement(TM) 2065 Fund Invesco Target Date Retirement Now Fund Invesco Peak Retirement(TM) Now Fund
NOW, THEREFORE, the Agreement is hereby amended as follows: 1. Schedule A of the Agreement is hereby amended and restated to read in its entirety as set forth on Exhibit 1 to this Amendment. 2. All capitalized terms are used herein as defined in the Agreement unless otherwise defined herein. All references in the Agreement to "this Agreement" shall mean the Agreement as amended by this Amendment. 3. Except as specifically amended by this Amendment, the Agreement is hereby confirmed and remains in full force and effect. IN WITNESS WHEREOF, the undersigned, a duly authorized officer of the Trust, has executed this Amendment as of December 18, 2017. By: /s/ John M. Zerr ------------------------------ Name: John M. Zerr Title: Senior Vice President 2 EXHIBIT 1 "SCHEDULE A AIM GROWTH SERIES (INVESCO GROWTH SERIES) PORTFOLIOS AND CLASSES THEREOF
PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Alternative Strategies Fund Class A Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement Now Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2020 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2030 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2040 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Balanced-Risk Retirement 2050 Fund Class A Shares Class AX Shares Class B Shares Class C Shares Class CX Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class RX Shares Class T Shares Class Y Shares Invesco Conservative Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Convertible Securities Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Global Low Volatility Equity Yield Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Growth Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Income Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco International Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Mid Cap Core Equity Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ---------------------------- Invesco Moderate Allocation Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Invesco Multi-Asset Inflation Fund Class A Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Quality Income Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R5 Shares Class R6 Shares Class T Shares Class Y Shares Invesco Small Cap Growth Fund Class A Shares Class B Shares Class C Shares Class F Shares Class R Shares Class R5 Shares Class R6 Shares Class S Shares Class T Shares Class Y Shares Investor Class Share Invesco Peak Retirement(TM) 2015 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Peak Retirement(TM) 2020 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2025 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2030 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2035 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2040 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2045 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2050 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares
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PORTFOLIO CLASSES OF EACH PORTFOLIO --------- ------------------------- Invesco Peak Retirement(TM) 2055 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2060 Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) 2065 Fund. Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares Invesco Peak Retirement(TM) Now Fund Class A Shares Class C Shares Class R Shares Class R5 Shares Class R6 Shares Class Y Shares"
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