EQUITIES

Invesco Diversified Dividend

A total return strategy that seeks to provide upside participation with better downside preservation over a full market cycle.

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Investment approach

  • Total return focus - The strategy utilizes a balanced approach emphasizing appreciation, income, and preservation over a full market cycle.  
  • Disciplined investment process - The process focuses on high-quality companies that generate strong free cash flow, have balance sheet strength and a clear commitment to paying and growing dividends.  
  • Experienced investment team - The team has successfully navigated multiple market cycles and is part of Invesco’s broader U.S. Core & Dividend Equities platform, which includes 34 investors who collaborate closely to improve outcomes.

Benchmark
Russell 1000 Value Index

Total composite assets
$12.7 billion as of 6/30/2024

Inception
1/31/2003

Investment philosophy

Our total return strategy – focused on appreciation, income, and preservation – aims to outperform peers and benchmark indices with reduced risk over a full market cycle. We identify high-quality companies with sustainable free cash flow, strong balance sheets, and a commitment to growing dividends. Lastly, we carefully construct the portfolio with a goal to mitigate risk, diversifying holdings across a wide range of sectors, and actively monitoring contribution to active risk at the sector, industry and stock levels.

Diversified Dividend fact sheet

Invesco Dividend Equity Team

Why Invesco for equities?

Delivering strong active capabilities across an opportunity set that spans regions and styles.

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