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Invesco EQV International Equity Fund Q1 2026 Portfolio Review

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⚡ Quantum Brief
The Invesco EQV International Equity Fund underperformed its benchmark in Q1 2026, primarily due to poor stock selection in financials and industrials sectors. Energy sector underweighting and stock picks further dragged returns, while consumer staples and an underweight in communication services provided relative gains. Geographically, stock selection in the Netherlands, Hong Kong, and Sweden boosted performance, alongside strategic overweights in the UK and Hong Kong markets. The fund added four new positions, including Contemporary Amperex Technology (CTATF), a leading Chinese battery manufacturer, reflecting a shift toward energy transition investments. Disclosures emphasized market risks, tax considerations, and the non-guaranteed nature of returns, urging investors to consult professionals before making decisions.
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Invesco EQV International Equity Fund Q1 2026 Portfolio Review

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Invesco US3.34K FollowersFollow5ShareSavePlay(7min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryInvesco EQV International Equity Fund trailed the index primarily due to stock selection in financials and industrials.Stock selection in financials and industrials, along with an underweight and stock selection in energy, detracted the most from relative return.Conversely, an underweight allocation in communication services and stock selection in consumer staples added to relative performance.Geographically, stock selection in Netherlands, Hong Kong and Sweden added to relative return, as did overweights in the UK and Hong Kong. tongstock/iStock via Getty Images The following segment was excerpted from the Invesco EQV International Equity Fund Q1 2026 Commentary. Portfolio positioning During the quarter, we initiated four new positions: Contemporary Amperex Technology (CTATF) is a China-based global leader inThis article was written byInvesco US3.34K FollowersFollowInvesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Invesco does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state tax laws are complex and constantly changing. Investors should always consult their own legal or tax professional for information concerning their individual situation. The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE All data provided by Invesco unless otherwise noted. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.’s retail products and collective trust funds. Invesco Advisers, Inc. and other affiliated investment advisers mentioned provide investment advisory services and do not sell securities.

Invesco Unit Investment Trusts are distributed by the sponsor, Invesco Capital Markets, Inc., and broker-dealers including Invesco Distributors, Inc. PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC (Invesco PowerShares). Each entity is an indirect, wholly owned subsidiary of Invesco Ltd. ©2015 Invesco Ltd. All rights reserved.

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Source: Seeking Alpha