基本資料

投資策略

本基金的目標是達致長期資本增值及賺取收益。

本基金尋求透過主要投資於一項多元化的環球股票（包括房地 產投資信託（「REITs」））、優先股及債務證券投資組合以 達致其目標，發行該等股票及債務證券的公司及其他實體的收 入乃來自房地產相關業務。。 

本基金投資於美國房地產投資信託主要將為美國商用房地產。

基金經理人

• Turner Darin
• 資歷 2年(2021-04-08 至今)

• Darin Turner is a portfolio manager and member of the Real Estate Securities Portfolio Management and Research Team with Invesco Real Estate. His current duties involve evaluating structured real estate securities with a focus on fi xed-income instruments such as commercial mortgage-backed securities, corporate debt and corporate preferred stock. Mr. Turner also provides tenant and credit quality analysis, capital structure analysis and debt pricing analysis for equity portfolios. Mr. Turner joined Invesco in 2005 as an acquisitions analyst.

• Pfertner Jim
• 資歷 2年(2021-04-08 至今)

• Jim Pfertner, Portfolio Manager, has been associated with Invesco Advisers, Inc. and/or its affiliates since 2013.

• Cowen James
• 資歷 4年(2018-10-08 至今)

• 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.

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