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Morningstar

Invesco Global Real Estate Income R5 ASRIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.38  /  0.72 %
  • Total Assets 625.0 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.74%
  • Turnover 39%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis ASRIX

Will ASRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ASRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ASRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ASRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A niche fund providing global real estate exposure with low volatility and high income.

Senior Analyst

Summary

| by David Kathman

Invesco Global Real Estate Income hasn’t looked great lately versus its global real estate peers, largely owing to a niche approach that limits its appeal. The cheap R6 shares earn a Morningstar Analyst Rating of Bronze, with the other share classes rated Neutral.

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