Invesco Equity Global Real Estate Securities Trust
Invesco Equity Global ex-U.S. Real Estate Securities Trust
philosophy is based on two fundamental principles: 1) to maximize
predictability and consistency of investment returns and 2) to minimize
risk through strict attention to portfolio design.
objective in real estate securities investment is achieving a higher
than market return with average market risk over the long-term.
maintain well-diversified portfolios with exposure to major sectors of
the market, although our stock selection disciplines and fundamental
research may lead us to overweight or underweight particular sectors
and/or economic regions.
The most important aspect of
our investment approach is the incorporation of both fundamental real
estate analysis and quantitative securities analysis, while also
allows us to focus on a real estate company's long-term investment
value; we believe that long-term performance will be determined by
property market cycles, quality of real estate assets, and expertise of
the management team.
Our investment process may be primarily viewed as a bottom-up
stock selection methodology.
fundamental and quantitative research, we narrow the Qualified Universe
by screening companies using the following steps: - Fundamental Real
Estate Analysis - Securities Analysis - Portfolio
The primary objective of the
investment process is to build risk controlled portfolios of
attractively priced securities of companies with relatively better
long-term fundamental prospects.
U.S. Real Estate Securities Universe ~ 200 Stocks
Global Real Estate Securities Universe ~ 950 Stocks
Global ex-U.S. Real Estate Securities Universe ~ 750 Stocks