0000950123-13-003719.txt : 20130523 0000950123-13-003719.hdr.sgml : 20130523 20130523124119 ACCESSION NUMBER: 0000950123-13-003719 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20130523 DATE AS OF CHANGE: 20130523 EFFECTIVENESS DATE: 20130523 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) CENTRAL INDEX KEY: 0000105377 IRS NUMBER: 132576643 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-25469 FILM NUMBER: 13867408 BUSINESS ADDRESS: STREET 1: 11 GREENWAY PLZ STREET 2: STE 100 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 7136261919 MAIL ADDRESS: STREET 1: 11 GREENWAY PLAZA STREET 2: SUITE 2500 CITY: HOUSTON STATE: TX ZIP: 77046 FORMER COMPANY: FORMER CONFORMED NAME: AIM EQUITY FUNDS DATE OF NAME CHANGE: 20000713 FORMER COMPANY: FORMER CONFORMED NAME: AIM EQUITY FUNDS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: WEINGARTEN EQUITY FUND INC DATE OF NAME CHANGE: 19880929 0000105377 S000000277 Invesco Charter Fund C000000677 Class A CHTRX C000000678 Class B BCHTX C000000679 Class C CHTCX C000000680 Class R CHRRX C000021943 CLASS R5 CHTVX C000069441 Class Y CHTYX C000081511 CLASS S CHRSX C000120713 Class R6 0000105377 S000000278 Invesco Constellation Fund C000000681 Class A CSTGX C000000682 Class B CSTBX C000000683 Class C CSTCX C000000684 Class R CSTRX C000021944 CLASS R5 CSITX C000069442 Class Y CSTYX 0000105377 S000000281 Invesco Diversified Dividend Fund C000000691 Class A LCEAX C000000692 Class B LCEDX C000000693 Class C LCEVX C000021945 CLASS R5 DDFIX C000029594 Class R DDFRX C000029595 Investor Class LCEIX C000069443 Class Y LCEYX C000120714 Class R6 0000105377 S000022173 INVESCO SUMMIT FUND C000063683 CLASS A ASMMX C000063684 CLASS B BSMMX C000063685 CLASS C CSMMX C000063686 CLASS P SMMIX C000069444 Class Y ASMYX C000069445 CLASS R5 SMITX C000081512 CLASS S SMMSX 0000105377 S000025554 INVESCO DISCIPLINED EQUITY FUND C000076530 CLASS Y AWEIX 497 1 h30287e497.htm 497 e497
AEF SUP-3 052313
Statement of Additional Information Supplement dated May 23, 2013
The purpose of this supplement is to provide you with changes to the current Statement of Additional Information for Class A, B, C, P, R, S, Y, R5, R6 and Investor Class shares, as applicable, of the Funds listed below:

Invesco Charter Fund
Invesco Constellation Fund
Invesco Disciplined Equity Fund
Invesco Diversified Dividend Fund
Invesco Summit Fund


Effective May 23, 2013, Paul McPheeters is no longer a portfolio manager for Invesco Disciplined Equity Fund and all references to Mr. McPheeters in Appendix H are deleted.
     
AEF SUP-3 052313   1

 

 

DEQ-SUP-1 052313
Supplement to Summary and Statutory Prospectuses dated May 23, 2013
The purpose of this supplement is to provide you with changes to the current Summary and Statutory Prospectuses for Class Y Shares of the Fund listed below:
Invesco Disciplined Equity Fund
The following information replaces in its entirety the information appearing under the heading “Management of the Fund” in the prospectuses:
         
“Portfolio Manager   Title   Length of Service on the Fund
Patricia Bannan   Portfolio Manager   2010
W. Brant Houston   Portfolio Manager   2013”
The following information replaces in its entirety the information appearing in the heading “FUND MANAGEMENT – Portfolio Managers” in the Statutory prospectus:
“The following individuals are jointly and primarily responsible for the day-to-day management of the Fund’s portfolio:
  •   Patricia Bannan, Portfolio Manager, who has been responsible for the Fund since 2010 and has been associated with Invesco and/or its affiliates since 2007. From 1999 to 2005, she was a portfolio manager and ultimately the head of the large cap growth team at Evergreen Investments.
 
  •   W. Brant Houston, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2007. Prior to 2007, Mr. Houston worked in various investment and analytical roles at Geronimo Financial, Nicholas Applegate Capital Management and Wilshire Associates. Mr. Houston has been in the financial services industry for 15 years.
     The Adviser employs a team approach with specific individual members of the team having final authority and ultimate accountability specific phases of the process. Portfolio managers and analysts are responsible for research in the sectors they cover. All members of the team conduct fundamental research to identify investment candidates and participate in the portfolio construction process. The lead portfolio managers of the team are jointly and primarily responsible for making the day-to-day investment decisions for the Fund.
     More information on the portfolio managers may be found at www.invesco.com/us. The Web site is not part of this prospectus.
     The Fund’s SAI provides additional information about the portfolio managers’ investments in the Fund, a description of the compensation structure and information regarding other accounts managed.”
     
DEQ-SUP-1 052313   1