Source facts and context
Invesco launched an Australian fund using value, momentum and quality across roughly 400-550 stocks. The manager reports a 20-year strategy history, 1.3 percentage points annualised above benchmark since July 2005 and 5.3 percentage points of alpha for the 12 months to 31 March 2026, in AUD before fees.
PRIME ASI analysis
The release shows global adoption of systematic strategies combining multiple signals within a controlled tracking-error framework. It is market context for Algo Trade AI, not evidence that the models are comparable.
Barriers, risks and limitations
The figures are reported by Invesco, gross of fees and relate to a different strategy and jurisdiction. They are not Algo Trade AI results or a promise of a similar outcome.
Primary source
Invesco Australia
Invesco launches systematic multi-factor global equity fund for Australian investors
Open source materialThis material is educational and informational. It does not constitute an investment recommendation, an offer or any assurance regarding the future performance of Prime ASI S.A. or its portfolio companies.