Morningstar® Investment Profile™   Morningstar®
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Invesco VI Global Real Estate I
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-04-28  
Maximum Fees
Administrative 0.15%
Management 0.75%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.75%
Expense Ratio 1.02%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 1.02%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1998-03-31
Mngr Name James Cowen
Mngr Start Date 2008-12-31
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.
Mngr Name Ping-Ying Wang
Mngr Start Date 2006-05-01
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.
Mngr Name Darin Turner
Mngr Start Date 2010-04-30
Biography
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.
Mngr Name Grant Jackson
Mngr Start Date 2018-04-30
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.
Investment Advisor(s)
Invesco Advisers, Inc.
Web Site
www.invesco.com/us
Issuer
Invesco
Subadvisor(s)
Invesco Asset Management Ltd
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