Adding alternative assets across public and private markets to an investment portfolio may help improve growth, potential income, and diversification.
Invesco provides investors exposure to private capital, private credit, real estate, real assets, and commodities by leveraging our institutional investment expertise, deep resources, and global investment platform.
For 40 years, Invesco Real Estate (IRE) has leveraged a rigorous investment process to uncover attractive opportunities across the real estate investment spectrum.
One of the world’s largest and longest-tenured private credit managers leveraging a consistent, disciplined fundamental credit process to pursue attractive opportunities.
Investing in commodities comes with several potential benefits that investors should consider, especially during periods of inflation and supply-demand imbalances.
Providing investors access to high value physical assets that may offer competitive income, portfolio diversification and the potential to hedge inflation.
Offering investors unique access to attractive investment opportunities by leveraging deep private credit expertise.
Get access to bitcoin, Ethereum, and other digital assets using a familiar investment vehicle that's easy to own and trade.
| Ticker | Fund Name | Category | Download |
|---|---|---|---|
| INREIT | Invesco Real Estate Income Trust Inc. | Alternative Income | N/A |
| AFRYX | Invesco Floating Rate ESG Fund | Alternative income | Fact sheet |
| BKLN |
Invesco Senior Loan ETF | Alternative income | Fact sheet |
| BTCO | Invesco Galaxy Bitcoin ETF | Digital assets | Fact Sheet |
| SATO | Invesco Alerian Galaxy Crypto Economy ETF | Digital assets | Fact sheet |
| BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF | Digital assets | Fact sheet |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | Real assets | Fact sheet |
| DBA | Invesco DB Agriculture Fund ETF | Real assets | Fact sheet |
Alternative investments are investments in assets that are not traditional stocks or bonds. They can be purchased in the private markets—examples include private equity, private credit, real estate, and infrastructure—or they are publicly traded, frequently in the form of hedged strategies, commodities, or digital assets.
Investors often include alternatives in their portfolios to diversify from the classic “60/40” split of equities and fixed income. The addition of alternatives to an investment portfolio may help improve growth, potential income, and diversification. In some cases, investors will capture the illiquidity premium (the potential for higher returns in exchange for committing to a longer investment period) of private markets assets such as real estate or private equity.
Invesco has been investing in alternatives for more than 17 years and currently has $180 billion of AUM in alternatives, making us an experienced and qualified provider. We offer individual investors access to alternatives across public and private markets, in fund structures that can meet investors’ varying needs.
Alternatives can be accessed through several Invesco vehicles, including exchange-traded funds (ETFs), mutual funds or, in some cases, separately managed accounts. They can be purchased through personal brokerage accounts, with the help of a financial advisor, or they may be offered as part of a company retirement plan’s investment lineup.
Alternatives are often managed by the industry’s top investment managers and can provide exposure to unique or esoteric opportunities. This diversifying and uncorrelated nature of alternative funds can make them an attractive investment strategy and a complement to an existing fixed income allocation.
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As of Dec. 31, 2023
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Diversification does not guarantee a profit or eliminate the risk of loss.
Alternative products typically hold more non-traditional investments and employ more complex trading strategies, including hedging and leveraging through derivatives, short selling and opportunistic strategies that change with market conditions. Investors considering alternatives should be aware of their unique characteristics and additional risks from the strategies they use. Like all investments, performance will fluctuate. You can lose money.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's are subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Funds.
DBA
This Fund is not suitable for all investors due to the speculative nature of an investment based upon the Fund's trading which takes place in very volatile markets. Because an investment in futures contracts is volatile, such frequency in the movement in market prices of the underlying future contracts could cause large losses. See the prospectus for additional risks.
Commodities and futures generally are volatile and are not suitable for all investors.
The value of the Shares of the Fund relate directly to the value of the futures contracts and other assets held by the Fund and any fluctuation in the value of these assets could adversely affect an investment in the Fund's Shares.
The Fund is speculative and involves a high degree of risk. An investor may lose all or substantially all of an investment in the Fund.
The Fund is not a mutual fund or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and is not subject to regulation thereunder.
Please review the prospectus for break-even figures for the Fund.
This material must be accompanied or preceded by DBA prospectus. Please read the prospectus carefully before investing.
This Fund issues a Schedule K-1.
Invesco Capital Management LLC and Invesco Distributors, Inc. are not affiliated with Deutsche Bank Securities, Inc.
All data sourced to Invesco unless otherwise stated.
BTCO Risks
See the prospectus for more information.
The Fund is speculative and involves a high degree of risk. An investor may lose all or substantially all of an investment in the Fund.
The Fund is not a mutual fund or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and is not subject to regulation thereunder.
Shares in the Fund are not FDIC insured, may lose value and have no bank guarantee.
This material must be accompanied or preceded by a prospectus. Please read the prospectus carefully before investing.
The Fund currently intends to effect creations and redemptions principally for cash, rather than principally in-kind because of the nature of the Fund's investments. As such, investments in the Fund may be less tax efficient than investments in ETFs that create and redeem in-kind.
Bitcoin has historically exhibited high price volatility relative to more traditional asset classes, which may be due to speculation regarding potential future appreciation in value. The value of the Trust’s investments in bitcoin could decline rapidly, including to zero.
The further development and acceptance of the Bitcoin network, which is part of a new and rapidly changing industry, is subject to a variety of factors that are difficult to evaluate. The slowing, stopping or reversing of the development or acceptance of the network may adversely affect the price of bitcoin and therefore an investment in the Shares.
Currently, there is relatively limited use of bitcoin in the retail and commercial marketplace in comparison to relatively extensive use as a store of value, contributing to price volatility that could adversely affect an investment in the Shares.
Regulatory changes or actions may alter the nature of an investment in bitcoin or restrict the use of bitcoin or the operations of the Bitcoin network or venues on which bitcoin trades. For example, it may become difficult or illegal to acquire, hold, sell or use bitcoin in one or more countries, which could adversely impact the price of bitcoin.
The Trust’s returns will not match the performance of bitcoin because the Trust incurs the Sponsor Fee and may incur other expenses.
The Market Price of shares may reflect a discount or premium to NAV.
The price of bitcoin may be impacted by the behaviour of a small number of influential individuals or companies.
Bitcoin faces scaling obstacles that can lead to high fees or slow transaction settlement times, and attempts to increase the volume of transactions may not be effective.
Miners could act in collusion to raise transaction fees, which may affect the usage of the Bitcoin network.
Competition from central bank digital currencies (“CDBCs”) and other digital assets could adversely affect the value of bitcoin and other digital assets.
Prices of bitcoin may be affected due to stablecoins, the activities of stablecoin users and their regulatory treatment.
The open-source structure of the Bitcoin network protocol means that certain core developers and other contributors may not be directly compensated for their contributions in maintaining and developing the Bitcoin network protocol. A failure to properly monitor and upgrade the Bitcoin network protocol could damage the network.
Lack of clarity in the corporate governance of bitcoin may lead to ineffective decision-making that slow development or prevents the Bitcoin network from overcoming important obstacles.
If the award of new bitcoin for solving blocks and transaction fees for recording transactions are not sufficiently high to incentivize miners, miners may reduce or cease processing power to solve blocks which could lead to confirmations on the Bitcoin blockchain being temporarily slowed. Significant delays in transaction confirmations could result in a loss of confidence in the Bitcoin network, which could adversely affect an investment in the Shares.
A temporary or permanent “fork” in the blockchain network could adversely affect an investment in the Shares.
Flaws in the source code of Bitcoin, or flaws in the underlying cryptography, could leave the Bitcoin network vulnerable to a multitude of attack vectors.
A disruption of the internet may affect the use of bitcoin and subsequently the value of the Shares.
Risks of over or under regulation in the digital asset ecosystem could stifle innovation, which could adversely impact the value of the Shares.
Shareholders do not have the protections associated with ownership of Shares in an investment company registered under the Investment Company Act of 1940 (the “1940 Act”) or the protections afforded by the Commodity Exchange Act (the “CEA”).
Future regulations may require the Trust and the Sponsor to become registered, which may cause the Trust to liquidate.
The tax treatment of bitcoin and other digital assets is uncertain and may be adverse, which could adversely affect the value of an investment in the Shares.
Intellectual property rights claims may adversely affect the operation of the Bitcoin network.
The venues through which bitcoin trades are relatively new and may be more exposed to operations problems or failure than trading venues for other assets.
Ownership of bitcoin is pseudonymous, and the supply of accessible bitcoin is unknown. Entities with substantial holdings in bitcoin may engage in large-scale sales or distributions, either on nonmarket terms or in the ordinary course, which could result in a reduction in in the price of bitcoin.
The Trust is subject to the risks due to its concentration in a single asset.
Bitcoin spot trading venues are not subject to the same regulatory oversight as traditional equity exchanges.
Bitcoin transactions are irrevocable and stolen or incorrectly transferred bitcoin may be irretrievable. As a result, any incorrectly executed bitcoin transactions could adversely affect an investment in the Trust.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
