Invesco Financial News

In a stock exchange notice today (10 March), the board of Invesco Perpetual UK Smaller Companies said an application will be made to Companies House to change the trust's name to Artemis UK Future Leaders. Invesco launches S&P 500 Equal Weight Swap ETF In addition, the registered office will now switch to 50 Bank Street, Canary Wharf, London E14 5NT, while the fund administration service provider will now be The Northern Trust Company. The board went on to reassure shareholders that their holdings will suffer no alterations as a result of the name change. «Existing share ce...

Subscribe to enjoy similar stories.As the fourth quarter numbers of FY26 begin to trickle in, early trends point to headline profit resilience, largely driven by financials, particularly banks. Across non-financial industries such as consumer and IT, revenue growth has held up, but profits are already under pressure, signalling a broader margin squeeze ahead.With uncertainty around the West Asia conflict persisting, Dalal Street remains cautious, as investors brace for the full impact of rising input costs to flow through to profitability from the June quarter.A Mint analysis of 220 early results shows total income rose 3.4% year-on-year, a sharp slowdown from 12% in the December quarter for the same set of companies.However, even as core operations (net sales) rose nearly 9% y-o-y to a seven-quarter high, overall topline was weighed down by a 65% fall in non-core (‘other’) income, driven by treasury losses as bond yields hardened amid the West Asia conflict in March.Meanwhile, aggregate net profit for the 220 companies rose 10% y-o-y, but the gains were largely driven by banks, masking pressure on non-financial companies amid a sharp rise in costs.Further, a 50% spike in crude oil prices in March drove raw material and service costs higher, leading to a 13% year-on-year and 20% sequential surge in overall expenses, limiting the benefit from the absence of the previous quarter’s one-off labour code adjustments.Mitesh Dalal, head of broking at Sanctum Wealth, noted that most firms were still consuming lower-cost inventory through much of the quarter, with the crude spike largely concentrated in March.

Subscribe to enjoy similar stories. Almost every corner of the power sector has rallied this year. Can that winning streak continue? The list of power-sector winners is long.

equity mutual funds have offered double-digit returns in the financial year 2025 so far. There were around 486 funds in the mentioned period. The top three schemes in the list were from Mirae Asset Mutual Fund. Mirae Asset Hang Seng TECH ETF FoF, Mirae Asset NYSE FANG+ETF FoF, and Mirae Asset S&P 500 Top 50 ETF FoF offered 88.82%, 37.16%, and 31.75% returns, respectively, in the mentioned period.

debt schemes, which invest in securities with shorter maturities of up to three years. Fund managers said investing in this product is a bet on profiting from the higher-than-normal difference between overnight interest rates and yields on corporate bonds with one- and two-year maturities. With interest rates likely to be cut and liquidity conditions easing, this spread is expected to narrow. When the central bank cuts interest rates, corporate bond yields fall. Bond yields and prices move in opposite directions.

BEIJING — UBS analysts on Wednesday became the latest to raise expectations that China's struggling real estate market is close to stabilizing.

Macartney joined the firm in September 2020 from Columbia Threadneedle, where he had been a fund manager for almost six years in the UK equities team. Jupiter shuts down Mark Heslop and Philip Macartney's Pan European Smaller Companies fund An Invesco spokesperson said Macartney has joined as a maternity cover, and will be supplying additional support to the global equities team but is not replacing anyone as a named manager. According to his LinkedIn, Macartney took on a deputy fund management role at Invesco earlier this month, and a spokesperson from Jupiter confirmed his depart...

mutual funds or ELSSs. Tax -saving mutual funds or Equity Linked Savings Schemes (ELSSs) helps you to save income tax under Section 80C of the IT Act. You can invest a maximum of Rs 1.5 lakh in ELSSs and claim tax deductions on your investments every financial year. Are you interested? Also Read | Top 4 smallcap mutual funds to invest in March 2025

In a stock exchange notice today (10 March), the board of Invesco Perpetual UK Smaller Companies said an application will be made to Companies House to change the trust's name to Artemis UK Future Leaders. Invesco launches S&P 500 Equal Weight Swap ETF In addition, the registered office will now switch to 50 Bank Street, Canary Wharf, London E14 5NT, while the fund administration service provider will now be The Northern Trust Company. The board went on to reassure shareholders that their holdings will suffer no alterations as a result of the name change. «Existing share ce...

Mid cap stocks have witnessed a robust rally in the last few months. Investors made handsome returns on their investments in mid cap funds. Mid cap funds have offered an average return of 28.84% in 2024. That could explain why investors are anxious about their investments. What should investors do? Before answering that question, let us cover the basics. Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely. Also Read | All sectoral and thematic mutual funds offer negative returns in 2025, losing up to 26%

At Artemis, seven of the 22 funds were awarded 5-star Crown ratings, up from five at the last rebalancing six months ago, and at Invesco 14 of the 48 funds achieved 5-Crown ratings, up from ten in July 2024.  Both firms were recognised for the «impressive» rebound in their fund performance compared to three years ago.  M&G and Lazard funds lose FEfundinfo 5-Crown Rating While Invesco topped the list for having the most 5-star Crown-rated funds in absolute terms, Man Group has the highest proportion of 5 star Crown-rated funds, with five of the 12 funds receiving the top rating.  ...

The enduring popularity of European ETFs pushed net new assets for the year to a record $265.4bn – an increase of more than $80bn on the previous milestone – according to Invesco's latest European Demand Monitor.  Equity ETFs continued to be the star attraction in the final quarter of 2024, claiming 91% of net new assets in Q4 and 80% for the full year. Global ETF flows set to surpass $1trn this year With total net new assets of $211bn in 2024, equities beat their previous annual record set in 2021 by 50%. Despite the highest number of product launches of  fixed income ETFs sinc...

The firm said its S&P 500 Equal Weight Swap ETF is the «first swap-based equal weight ETF in the world», providing investors with exposure to the equal weight index. Invesco unveils trio of future-focused thematic ETFs The ETF is constructed from the parent S&P 500 index, including the same constituents but equally weighting them at each rebalancing date rather than weighting companies according to their market capitalisation, Invesco explained. It will track the index's performance through swap-based replication, meaning the ETF will hold a basket of quality equities and deliver t...

mutual funds of this calendar year have performed in the last three calendar years.

dynamic asset allocation funds and balanced advantage funds have offered up to 20% return in 2024. Around 32 schemes in the category have marked their presence in the mentioned period. Quant Dynamic Asset Allocation Fund, the topper in the category, delivered 20.15% return in 2024. Axis Balanced Advantage Fund and HDFC Balanced Advantage Fund offered 17.63% and 16.83% returns respectively in the current calendar year.

mutual funds have offered over 25% returns in 2024. There were around 23 schemes in the category, which made their presence felt in the period. Invesco India Contra Fund, the topper in the category, offered 32.15% returns in 2024. LIC MF Value Fund and Axis Value Fund gave 30.97% and 28.98% returns, respectively, in the period.

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large cap mutual funds have offered more than 20% return in 2024. There were around 30 funds in the large cap category in the mentioned period. WOC Large Cap Fund, the topper in the category, offered 25.75% return in 2024. Invesco India Largecap Fund gave 24.89% return in the mentioned period. DSP Top 100 Equity Fund offered 24.16% return in the said period, followed by Baroda BNP Paribas Large Cap Fund which gave 23.97% return in the same period.

SIP investments fared in 2024. The analysis of SIP performance showed that most of the schemes did exceptionally well and grew investors' wealth by more than 50% in 2024. On the other hand, only one scheme eroded investors' wealth by delivering negative returns in 2024. The SIP returns generated by equity mutual funds varied between 60% and -1% in 2024. Over 150 equity mutual funds gave more than 20% XIRR on SIP investments made on January 1, 2024. There were around 268 equity mutual funds in the mentioned period.

mutual fund investments fared in 2024. Most investors would already know that most equity schemes offered good returns. Here is something that will make these investors happier. ETMutualFunds looked at the performance of equity mutual funds and found they have offered up to 52% in 2024. ETMutualFunds analysed the performance of 471 equity mutual fund schemes and looked at the year to date returns. Mirae Asset NYSE FANG+ETF FoF, the topper in the list, offered 52.01% return in 2024. Motilal Oswal Midcap Fund gave 51.74% return in 2024, followed by Mirae Asset S&P 500 Top 50 ETF FoF which gave 50.29% return in the same period.

In the company's annual financial results, covering the year end 31 August, it reported a 9.3% increase in net asset value, lagging the MSCI AC Asia ex Japan benchmark index which rose 12%. This was, however, a positive shift for the trust overall versus the same period in 2023 when it reported a 16.7% decline in NAV. Regarding performance, chair James Will said there was an «initial weakness in late 2023» but this stabilised by August 2024 following a «reset» when the company merged with abrdn New Dawn trust in November 2023. abrdn and Invesco Asia-focused trusts agree merger to f...