Invesco Funds - Invesco Global Income Real Estate Securities Fund Z Accumulation GBP Hedged
Category Property - Indirect Other
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£9.74
£0.07 (+0.72%)
Fund Code
IOREA
BJF8VC0
LU1981113415
Prices updated as at 28 May 2025
|
Prices in GBP
Investment objective
The objective of the Fund is to generate income and to a lesser extent to achieve long-term capital appreciation by investing in a diversified portfolio of securities of companies and other entities engaged in the real estate sector worldwide. The Fund seeks to achieve its objective through investing primarily in equity, equity related and/or debt securities issued by companies and other entities which derive the predominant part of their revenues from activities related to real estate worldwide including real estate investment trusts (“REITs”), REIT-like companies and other real estate operating companies worldwide.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Invesco Management S.A.
Fund launch date
31 Oct 2008
Domicile
Luxembourg
UCITS
Yes
Fund manager
James Cowen
Manager start date
30 Jun 2018
Fund manager biography
Mr. Cowen is a Portfolio Manager with the Invesco Real Estate Global Securities Team. He has 18 years of experience in real estate and has worked for Invesco for 15 years. Prior to joining the team in 2004, he worked in a real estate corporate finance role for Invesco in Europe and as an analyst for a management consulting business based in London. He has a Bachelor and Masters Degree from the University of Manchester and a M.Phil degree from Cambridge University. He is a member of the UK Society of Investment Professionals, UK Securities & Investment Institute and is a UK FSA approved person.
Fund manager
Ping-Ying Wang
Manager start date
31 Oct 2024
Fund manager biography
Ms. Wang is an Invesco Senior Director and a Portfolio Manager on the Real Estate Securities Investment Team.Ms. Wang evaluates global real estate companies with a particular focus on Asian and North American countries while managing and performing portfolio risk analysis. In addition to these duties, Ms. Wang formulates investment strategies, spearheads thematic research projects and serves on the Real Estate Securities Management Executive Committee. She holds the Chartered Financial Analyst designation.
Head office
37A Avenue JF Kennedy
Luxembourg
Luxembourg
L-1855
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