0001193125-21-092026.txt : 20210324 0001193125-21-092026.hdr.sgml : 20210324 20210324091653 ACCESSION NUMBER: 0001193125-21-092026 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20210324 DATE AS OF CHANGE: 20210324 EFFECTIVENESS DATE: 20210324 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: 21766809 BUSINESS ADDRESS: STREET 1: 11 GREENWAY PLZ STREET 2: STE 1000 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 7136261919 MAIL ADDRESS: STREET 1: 11 GREENWAY PLAZA STREET 2: SUITE 1000 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 S000000281 Invesco Diversified Dividend Fund C000000691 Class A LCEAX C000000693 Class C LCEVX C000021945 CLASS R5 DDFIX C000029594 Class R DDFRX C000029595 Investor Class LCEIX C000069443 Class Y LCEYX C000120714 Class R6 LCEFX 497 1 d168369d497.htm 497 497
Summary Prospectus and Statutory Prospectus Supplement dated March 24, 2021
The purpose of this supplement is to provide you with changes to the current Summary Prospectus and Statutory Prospectus for the Fund listed below:
Invesco Diversified Dividend Fund
This supplement amends the Summary Prospectus and Statutory Prospectus of the above referenced fund (the “Fund”) and is in addition to any other supplement(s), unless otherwise specified. You should read this supplement in conjunction with the Summary Prospectus and Statutory Prospectus and retain it for future reference.
Effective March 24, 2021, the following changes apply:
The following information replaces in its entirety the information in the table appearing under the heading “Management of the Fund” in the prospectuses:  
Portfolio Managers
Title
Length of Service on the Fund
Peter Santoro
Portfolio Manager (lead)
2021
Meggan Walsh
Portfolio Manager
2002
Robert Botard
Portfolio Manager
2014
Caroline Le Feuvre
Portfolio Manager
2020
Chris McMeans
Portfolio Manager
2016
Effective June 30, 2021, Ms. Walsh will no longer serve as a portfolio manager of the Fund.
The following information replaces in its entirety the information appearing under 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:
▪
Peter Santoro, CFA, Portfolio Manager (lead manager), who has been responsible for the Fund since 2021 and has been associated with Invesco and/or its affiliates since 2021. From 2003 to 2021, he was associated with Columbia Threadneedle Investments where he served as a Senior Portfolio Manager.
▪
Meggan Walsh, Portfolio Manager, who has been responsible for the Fund since 2002 and has been associated with Invesco and/or its affiliates since 1991.
▪
Robert Botard, Portfolio Manager, who has been responsible for the Fund since 2014 and has been associated with Invesco and/or its affiliates since 1993.
▪
Caroline Le Feuvre, Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2014.
▪
Chris McMeans, Portfolio Manager, who has been responsible for the Fund since 2016 and has been associated with Invesco and/or its affiliates since 2008.
Effective June 30, 2021, Ms. Walsh will no longer serve as a portfolio manager of the Fund.
The portfolio managers are assisted by investment professionals from Invesco’s Dividend Value Team. Members of the team may change from time to time.
A lead manager generally has final authority over all aspects of the Fund’s investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio construction techniques, portfolio risk assessment, and the management of daily cash flows in accordance with portfolio holdings. The degree to which a lead manager may perform these functions, and the nature of these functions, may change from time to time.
More information on the portfolio managers may be found at www.invesco.com/us. The website 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.
DDI-SUMSTAT-SUP
1