Key stats
About Invesco Active U.S. Real Estate Fund
Expense ratio
0.35%
Home page
Inception date
Nov 20, 2008
PSR is actively managed to provide exposure to US real estate companies whose majority of assets and revenues are related to ownership, leasing, management, construction, financing or sale of US real estate. In constructing the portfolio, the fund uses proprietary quantitative and statistical metrics to identify attractively priced securities from the broad FTSE REITs index. PSR manages risk by reducing a security position if there are significant changes in its relative valuation, risk/return profile, fundamentals or when more attractive investment opportunity is identified. The fund may also hold portion of its assets in cash or cash equivalents as part of its temporary defensive position during adverse market condition. PSRs sub-adviser conducts security and portfolio evaluation process monthly.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.