The Invesco Global Real Estate Income Fund Class Y is an open-end mutual fund that focuses on providing investors with current income, alongside a secondary objective of capital appreciation. This fund achieves its aims by investing primarily in a diversified portfolio of global real estate securities, including both equity holdings such as real estate investment trusts (REITs) and fixed income securities connected to the real estate sector. By allocating assets across various geographies and property types, it offers exposure to income-generating real estate opportunities worldwide. Notably, the fund maintains a bias toward real estate common equities while also holding meaningful positions in real estate-related fixed income, allowing for a balanced approach between income generation, valuation, and growth prospects. Up to 30% of the portfolio may be invested in below-investment grade securities, which can enhance yield but also introduces additional credit risk. The fund's largest holdings typically include leading REITs and real estate companies in sectors such as industrial, healthcare, and residential properties. Designed for institutional investors, Class Y shares carry no sales charge and are characterized by a competitive expense ratio. The fund serves a key role in the market for those seeking diversified, global exposure to real estate assets with a focus on income generation.
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