Invesco Floating Rate ESG Fund Class R is an actively managed mutual fund that primarily invests in senior secured floating-rate loans and debt instruments issued by banks and other financial institutions. Its main objective is to generate a high level of current income with capital preservation, achieved by allocating at least 80% of its assets to floating-rate senior loans that help mitigate interest rate risk due to their periodic coupon adjustments. The fund incorporates robust environmental, social, and governance (ESG) criteria into its investment process, utilizing a proprietary ratings framework to assess and manage ESG-related risks within its loan portfolios. This distinctive ESG integration seeks to improve credit quality and promote responsible lending practices. The fund maintains a diversified portfolio across multiple sectors, targeting large companies with below-investment-grade credit ratings but collateral-backed obligations, providing both income potential and some degree of credit protection. With a history dating back to 2006, the fund serves institutional and retail investors seeking monthly income and exposure to the bank loan market while emphasizing sustainable finance principles.
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