Providing access to high value physical assets that may offer competitive income, portfolio diversification and the potential to hedge inflation.
We manage more than $15 billion in global client assets across listed real assets sectors.1
Our team of 23 professionals is one of the largest investment teams in the industry.1
Team members average more than 20 years of experience navigating market cycles.1
Real assets have outperformed other asset classes over full market cycles while delivering a competitive level of income, portfolio diversification, and a potential to hedge inflation. These companies are often characterized by ownership of high value physical assets which generate stable and predictable cash flows, relatively inelastic demand, and contractual or regulated revenues.
The Invesco Listed Real Asset platform offers investors an extensive menu of real asset strategies and opportunities to fit their personal goals. Our capabilities extend across geographies, capital structures, Environmental, Social, and Governance (ESG) attributes, and investment objectives.
Fund |
Ticker |
Inception date |
Vehicle |
Category |
Download |
|---|---|---|---|---|---|
IARAX |
12/31/1996 |
Mutual fund |
Real estate |
||
ASRAX |
05/31/2002 |
Mutual fund |
Real estate |
||
PSR |
11/20/2008 |
ETF |
Real estate |
||
MLPDX |
03/31/2010 |
Mutual fund |
Energy infrastructure |
||
MLPFX |
03/31/2010 |
Mutual fund |
Energy infrastructure |
||
MLPAX |
03/31/2010 |
Mutual fund |
Energy infrastructure |
||
GIZAX |
05/02/2014 |
Mutual fund |
Infrastructure |
Real assets are defined as tangible assets that have intrinsic value due to their physical properties and typically share several key characteristics including:
Real assets include sectors such as real estate, infrastructure, midstream energy, natural resources, commodities, agriculture, and timber. They can provide exposure to durable macroeconomic trends such as population growth, urbanization, expansion of the industrial and digital economies, and the green transition.
Real assets have been among the better performing asset classes over full market cycles, often outperforming traditional stocks and bonds while delivering a higher level of income and offering sustained purchasing power.2 They can offer a combination of attractive total and risk-adjusted returns, diversification, inflation mitigation and yield.2
The Invesco Listed Real Asset platform offers investors an extensive menu of real asset strategies and opportunities to fit their personal goals. Our capabilities, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts, extend across geographies, capital structure, ESG attributes and investment objective.
Invesco’s Listed Real Assets platform is one of the largest and most experienced in the space, operating since 1988 and currently managing $15B in AUM with 20 investment professionals managing products for institutional and retail investors. The real estate and global infrastructure investment team builds high-conviction portfolios by leveraging real-time insights from Invesco Real Estate’s direct real estate property portfolio and global platform. The SteelPath energy infrastructure team are entrepreneurs in the sector launching the first ever open-end c-corp MLP mutual fund in 2010 and are one of the leaders in the Morningstar category by AUM.
How population changes impact US real estate
The US population is projected to shift in the future to more older Americans and fewer under age 15. Here’s what that may mean for real estate investing.
SteelPath commentary on the midstream energy infrastructure industry
Each month, the Invesco SteelPath team provides an update and insight on the most recent midstream industry happenings. Each monthly commentary provides: market performance update, recent news, and chart of the month.
Why invest in US private real estate?
Private real estate has a place in today’s portfolios, in our view, thanks to its history of attractive long-term total and risk-adjusted return potential and inflation-beating income potential.
Invesco SteelPath: Midstream dividends earning trust again
Healthy midstream equity performance in recent years, particularly over periods of broader energy volatility, suggest the sector has earned back trust in the sector’s dividends.
Alternatives at Invesco
We have a deep expertise and experience in real estate, private credit, macro, and hedged strategies and a range of solutions.
Invesco Real Estate
Leveraging a rigorous investment process to uncover attractive opportunities across the real estate investment spectrum.
Commodity ETFs
Investing in commodities comes with several potential benefits especially during periods of inflation and supply & demand imbalances.
As of Mar. 31, 2023, Invesco Senior Secured Management, Inc (ISSM) platform assets.
For the 20-year period ending 12/31/2023, Real Assets, Global Equities and Global Bonds have returned 8.3%, 7.8% and 2.4% respectively. Global Bonds represented by Bloomberg Global Aggregate Index. Global Equities represented by MSCI World Index. Global Real Assets is represented by the S&P Real Assets Equity Index from May 2005 – present. An equal weight custom index was used prior to the inception and the S&P Real Assets Equity index in May 2005. The custom equal weight Global Real Assets Index is made up of Real Estate, Commodities, Infrastructure and Natural Resource equities. Global Real Estate represented by the FTSE Nareit Equity REIT Index. Commodities represented by the Bloomberg Commodity Total Return Index. Infrastructure represented by 50% Alerian MLP Index and 50% Dow Jones World Utilities Index. Natural Resource Equities represented by 50% Dow World Oil & Gas & 50% Dow World Basic Materials Index.
Important information
NA3611492
Diversification does not guarantee a profit or eliminate the risk of loss.
Investments in real estate related instruments may be affected by economic, legal, or environmental factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small- and mid-cap companies, and their shares may be more volatile and less liquid.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
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