Helping People Worldwide Build their Financial Security

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1 Invesco Distinctive worldwide investment management capabilities Helping People Worldwide Build their Financial Security Helping People Worldwide Build their Financial Security CP-HK-e-Q209

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3 The size and level of our team s experience ensures that we have the knowledge and the critical mass to offer a comprehensive range of excellent investment products to institutional and retail clients.

4 Mission Helping people worldwide build their financial security. Corporate Principles We are passionate about our clients success We earn trust by acting with integrity People are the foundation of our success Working together, we achieve more We believe in the continuous pursuit of performance excellence Invesco - Leading Global Investment Management Firm Invesco Ltd is a leading independent global investment management firm, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, Invesco Ltd provides a comprehensive array of enduring investment solutions for retail, institutional and high net worth clients around the world. The company is listed on the New York Stock Exchange (NYSE) under the symbol IVZ. Invesco Ltd at-a-glance US$348.2 billion assets under management worldwide US$13.6 billion assets under management in Asia Pacific 20-country presence Over 5,000 employees dedicated to asset management Listed on the New York Stock Exchange Included in the MSCI World and S&P 500 indices Data as at 31 March 2009 Assets as at 31 March 2009 in US$bn *The ultimate holding company is Invesco Ltd with effective from 4th December 2007 **Through 49% owned joint venture in China ^Representative office Invesco in Asia Pacific Invesco is one of the most experienced global investment managers in Asia, having invested in the region since Today Invesco has a comprehensive coverage in the Asia Pacific region with offices in Hong Kong, China, Singapore, Japan, Taiwan and Australia. We have investment capabilities in domestic and specialist Asian products, available to local investors as well as investors worldwide. Invesco also has presence in Mainland China via two joint ventures. Our confidence and longterm commitment to the China market is further elaborated with our setting up of the first mainland representative office in Beijing in February 2007.

5 Invesco in Hong Kong Our presence in Hong Kong has spanned across three decades. Retail Business Over 50 retail funds encompassing equity, bond, balanced and money market vehicles are made available to investors in Hong Kong. Invesco funds are distributed through all major financial institutions including retail and private banks, independent financial consultants and insurance companies. Institutional Business We manage assets for institutions ranging from public funds to institutional working capital. Another focus is our pension business. Serving the retirement needs of Hong Kong institutions since 1977, Invesco has a thorough understanding of institutional pension needs, providing a diversified range of retirement products. Major milestones in the development of our pension capabilities include the launch of the first pooled retirement fund in 1984 and member choice programs in 1992, both of which helped address the increasing needs of employers and pension members. We continue to be committed to investor education and member support. We Offer Strong Investment Capabilities Invesco offers a multi-style, multi-product approach to providing investment products for our investors worldwide to cater for the varying needs in different regions and economic environment and personal circumstances. Invesco is not only strong in traditional asset classes, but also a provider of alternative investments. Some of the alternative investment capabilities include real estate, private equity, bank loans and absolute return mandates. We hope that through Invesco s comprehensive platform, investors will find the right alternative to add value to their investment portfolio. Our strong regional and local presence, coupled with our global experience as a top provider of retail funds, segregated portfolios and retirement products, enable Invesco to offer world-class products and services to meet different client needs. Committed to high quality customer service, Invesco is recognized in its client servicing excellence, winning a number of client servicing awards throughout the years.

6 The Depth and Breadth of Invesco s Asset Management Capabilities As one of the largest and most experienced independent global investment management firms, Invesco offers its clients a product range that is characterised by depth, breadth, and a strong overall performance record that not many of its competitors can match. Investment solutions range from major equity and fixed-income asset classes to non-traditional asset classes including real estate, private equity and exchange-traded funds. These investment capabilities are delivered through a number of distinctive investment teams with clearly articulated philosophies and processes. Designing and constructing investment solutions that meet our client s needs is only part of the story. Successfully servicing and supporting these solutions is equally important to our client s satisfaction. All teams apply investment disciplines that are underpinned by diligent oversight as well as a rigorous quality control process. Through the following distinctive investment teams we are able to bring the best of Invesco to our clients in local markets around the globe: Invesco Aim Invesco Trimark Invesco Global Strategies Invesco Asia-Pacific Invesco Perpetual Invesco Worldwide Fixed Income Invesco PowerShares Invesco Real Estate Invesco Private Capital WL Ross & Co. Atlantic Trust

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8 Contact us Invesco Hong Kong Limited 32/F, Three Pacific Place, 1 Queen s Road East, Hong Kong Phone: (852) Fax: (852) investorservices@hkg.invesco.com Website: This document contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. Nor does this constitute a recommendation of the suitability of any investment strategy for a particular investor. While great care has been taken to ensure that the information contained herein is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. All data is sourced from Invesco unless otherwise stated. Investment involves risks. Past performance is not indicative of future performance. CP-HK-e-Q209