Invesco VI Global Real Estate I |
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Release date as of 2024-10-31. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-04-26 |
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Maximum Fees |
Administrative |
0.15%
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Management |
0.75%
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12b-1 |
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Actual Fees |
12b-1 |
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Management |
0.75%
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Expense Ratio |
1.08%
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(taken from annual report dated 2024-06-30) |
Total Annual Operating Expense |
1.02%
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Type |
Date |
% |
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Inception Date: 1998-03-31 |
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Mngr Name |
James Cowen |
Mngr Start Date |
2008-12-31 |
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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. |
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Mngr Name |
Ping-Ying Wang |
Mngr Start Date |
2006-05-01 |
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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. |
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Mngr Name |
Grant Jackson |
Mngr Start Date |
2018-04-30 |
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Biography |
Grant Jackson is a senior director and portfolio manager with Invesco Real Estate’s Global Securities team. Mr. Jackson began his investment career in 2002 and joined Invesco in 2005. Prior to joining Invesco, he worked for PricewaterhouseCoopers Consulting where he was engaged in various technical roles involving data management, database coordination, and application
development. Mr. Jackson earned a BS in Mechanical Engineering from the University of Texas at Austin and a MBA from Southern Methodist University’s Cox School of Business. Mr. Jackson is a CFA® charterholder. |
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Invesco Asset Management Ltd |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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