Morningstar

Invesco Real Estate Fund Class A IARAX

Morningstar Medalist Rating
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Morningstar’s Analysis IARAX

Will IARAX outperform in the 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 IARAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IARAX 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 IARAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Some uncertainty remains.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Invesco Real Estate continues to navigate the aftermath of significant leadership and strategy changes. While the team has taken steps to stabilize the platform, its Below Average People and Process ratings reflect enduring concerns about the strength and consistency of the investment approach and depth of the team.

by Elizabeth Foos
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