Invesco Gold & Special Minerals Fund

AIM Sector Funds (Invesco Sector Funds)

Actively managed developed international equity fund
$4.20B NAV
84 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Invesco Gold & Special Minerals Fund is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

The Funds investment objective is to seek capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in common stocks of companies engaged in mining, processing, or dealing in gold, metals, and minerals, along with physical precious metals and related ETFs, selecting securities based on fundamental analysis of valuation, business trends, and management quality. Up to 25% of assets may be held through a wholly-owned subsidiary that invests in gold bullion, precious metals, commodity-linked derivatives, and fixed-income securities to provide commodities exposure within tax constraints. The fund concentrates without limit in the metals, mining, and minerals industries and may invest substantially in foreign and emerging-market companies. Because the fund's returns depend on the portfolio managers' stock-picking decisions and sector concentration, performance will diverge from broad market returns.

Expenses
0.66% 1.81%across 6 share classes
Share classExpense ratio
C0002091351.81%
C0002091361.31%
C0002091370.81%
C0002091380.73%
C0002091390.66%
C0002091401.05%

Portfolio turnover 47.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.42%
of net assets
Stocks95.03%
Cash & short-term3.50%
Bonds1.89%

Look-through blends 1 underlying fund; 0.02% of NAV was not looked through and stays direct-classified.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International76.6%
Materials17.6%
Cash3.5%
Financials2.1%
Other0.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 26 new25 exited

Largest new: Aneka Tambang Tbk, Fresnillo PLC, JPMorgan Chase & Co., Resolute Mining Ltd., Zijin Gold International Co. Ltd., Barclays Bank PLC, Westgold Resources Ltd., Canadian Imperial Bank of Commerce

Largest exited: Fresnillo PLC, New Gold Inc., B2Gold Corp., Aneka Tambang Tbk, Zijin Gold International Co. Ltd., Resolute Mining Ltd., West African Resources Ltd., JPMorgan Chase & Co.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+78.06%
3-year
+150.59%
5-year
+128.30%
Volatility
42.21%
Worst 3-yr fall
-21.62%
Cumulative return· May 2023 – Apr 2026

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
Avg maturity
0.05 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Newmont Corp.NEM12.52%$525.15M
Agnico Eagle Mines Ltd./Mines Agnico Eagle LimiteeAEM10.12%$424.56M
Barrick Mining Corp.B4.70%$196.99M
Kinross Gold Corp.KGC4.62%$193.99M
Franco-Nevada Corp.FNV4.55%$190.97M
Wheaton Precious Metals Corp.WPM4.48%$188.10M
Gold Fields Ltd.GFI3.55%$148.87M
Zijin Mining Group Co. Ltd.ZIJMF3.10%$130.26M
Pan American Silver Corp.PAAS3.06%$128.20M
AngloGold Ashanti PLCAU3.01%$126.13M
Showing 10 of 84Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 53.71% of net assets, top 25 77.84%, across 82 issuers.

See more of this fund's book

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