Liquidation: AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS)

Form Type: 497K

Filing Date: 2025-02-28

Corporate Action: Liquidation

Type: Update

Accession Number: 000119312525040659

Filing Summary: On February 28, 2025, AIM Investment Funds (Invesco Investment Funds) filed a supplement amending the Summary and Statutory Prospectuses and Statements of Additional Information for two funds, the Invesco Global Infrastructure Fund and the Invesco Macro Allocation Strategy Fund. The Boards of Trustees approved a Plan of Liquidation and Dissolution, which involves terminating, liquidating, and dissolving each Fund. New account investments will close after January 17, 2025, while existing shareholders can invest until about March 6, 2025. Liquidation is scheduled for approximately March 20, 2025, although it may occur sooner if there are no outstanding shares. Shareholders can redeem their shares before the Liquidation Date, and any liquidating distributions will equal their proportionate interest in the net assets. Shareholders should consult tax advisors regarding potential tax consequences of the liquidation. The plan may alter the funds' investment strategies as cash holdings increase to manage expenses and redemptions effectively.

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Form Type: 497K

Filing Date: 2025-02-28

Corporate Action: Liquidation

Type: Update

Accession Number: 000119312525040663

Filing Summary: On February 28, 2025, AIM Investment Funds (Invesco Investment Funds) filed a supplement amending the Summary and Statutory Prospectuses for the Invesco Global Infrastructure Fund and the Invesco Macro Allocation Strategy Fund. This amendment follows the approval of a Plan of Liquidation and Dissolution by the Funds' Board of Trustees on December 11, 2024. As part of this Plan, each Fund will terminate and liquidate its operations, with new investments closing after January 17, 2025, and final purchases ceasing around March 6, 2025, as they prepare for liquidation on or around March 20, 2025. Shareholders will have the option to redeem their shares until the Liquidation Date. Existing shareholders will receive a liquidating distribution equal to their proportionate interest in the net assets, which may have tax implications. The Funds will seek to convert assets into cash ahead of liquidation, potentially affecting investment strategies and returns due to reduced exposure to market opportunities. All financial transactions related to the Fund’s liquidation must be reported to shareholders, advising them to consult tax advisors regarding potential tax consequences.

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Form Type: 497K

Filing Date: 2024-12-16

Corporate Action: Liquidation

Type: New

Accession Number: 000119312524279548

Filing Summary: On December 11, 2024, the Boards of Trustees of AIM Investment Funds (Invesco Investment Funds) and AIM Growth Series (Invesco Growth Series) approved a Plan of Liquidation and Dissolution for Invesco Global Infrastructure Fund, Invesco Macro Allocation Strategy Fund, and Invesco Income Advantage International Fund. This Plan authorizes the termination, liquidation, and dissolution of each Fund. The liquidation is scheduled to begin after close of business on March 20, 2025. New investments will be closed after January 17, 2025, while existing shareholders can continue to invest until March 6, 2025. Shareholders can redeem their shares anytime before the Liquidation Date. Each Fund is expected to increase cash holdings to manage expenses and redemptions, which may lead to deviations from investment strategies. Following liquidation, shareholders will receive a distribution equal to their interest in the Fund's net assets. The liquidation may trigger tax implications for shareholders, and they are advised to consult tax professionals regarding the effects of the liquidation.

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