Invesco Balanced-Risk Allocation Fund Earns QDIA Compliance Recognition

   Invesco Balanced-Risk Allocation Fund Earns QDIA Compliance Recognition

PR Newswire

HOUSTON, April 16, 2013

HOUSTON, April 16, 2013 /PRNewswire/ -- Invesco (NYSE: IVZ) announced today
that the Invesco Balanced-Risk Allocation Fund has been validated as a
Qualified Default Investment Alternative (QDIA) under the Employee Retirement
Income Security Act (ERISA) of 1974, according to a detailed review by DALBAR,


Based on evaluations completed by DALBAR, a recognized industry rating agency,
retirement plans meeting other ERISA requirements may use the Invesco
Balanced-Risk Allocation Fund and qualify for the fiduciary relief granted by

"This evaluation speaks to Invesco's commitment to a strong investment
culture and the quality of our investment teams," said Phil Taylor, Senior
Managing Director for Invesco Ltd. and Head of the Americas. "The Invesco
Balanced-Risk Allocation Fund has been well-received by financial
intermediaries as a compelling way to manage risk for their clients'
portfolios and the QDIA seal of approval provides even greater credibility to
those who have chosen the fund or considering it for retirement purposes."

DALBAR evaluates those aspects of ERISA Section 404(c)(5) that can reasonably
be met by practices, procedures and obligations of investment managers,
including the applicability of the investment to one or more types of QDIA,
qualification of the manger and the investment under QDIA requirements, as
well as the reasonableness of the investment with respect to fees, performance
and use of generally acceptable investment theory.

In its report observations, DALBAR considers the Invesco Balanced-Risk
Allocation Fund "an innovative as well as industry leading response to the
dual requirement of preserving capital while optimizing appreciation." More
detailed findings from DALBAR's evaluation are available at

About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm,
dedicated to helping investors worldwide achieve their financial objectives.
By delivering the combined power of our distinctive investment management
capabilities, Invesco provides a wide range of investment strategies and
vehicles to our retail, institutional and high net worth clients around the
world. Operating in more than 20 countries, the firm is listed on the New York
Stock Exchange under the symbol IVZ. Additional information is available at

Invesco Advisers, Inc. is an investment adviser; it provides investment
advisory services to individual and institutional clients and does not sell
securities. Invesco Distributors, Inc. is the U.S. distributor for Invesco
Ltd.'s retail mutual funds, exchange-traded funds and institutional money
market funds and the subdistributor for its STIC Global Funds. Both Invesco
Advisers, Inc. and Invesco Distributors, Inc. are wholly owned, indirect
subsidiaries of Invesco Ltd.


Before investing, investors should carefully read the prospectus and/or
summary prospectus and carefully consider the investment objectives, risks,
charges and expenses. For this and more complete information about the
fund(s), investors should ask their advisers for a prospectus/summary

SOURCE Invesco

Contact: David Bachert, 713-214-1465,
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