Summary
This document is a technical report detailing the Invesco Select S&P Core Portfolio 2023-4, which aims to achieve above-average total returns through investment in a carefully selected portfolio of stocks. The portfolio is characterized as an enhanced index unit investment trust, utilizing a quantitative model developed by S&P Opco, LLC. The report includes a performance analysis of a hypothetical $10,000 investment from December 31, 1992, to September 30, 2023, comparing the portfolio's strategy against the S&P 500 Index. It outlines the annual total returns for various years and provides average annual total return statistics over different time frames, including 1-year, 3-year, 5-year, 10-year, and longer periods. Additionally, the document discusses the standard deviation and Sharpe ratio as measures of volatility and risk-adjusted performance, respectively. Investors are informed about the risks associated with the investment, including market risk and the potential for loss, and are advised to consider their investment strategy carefully.
