Listed Real Assets

Real assets are defined as tangible assets that have intrinsic value due to their physical properties and typically share several key characteristics including:

• Ownership of high value physical assets that generate stable and predictable cash flows
• Relatively inelastic demand for the goods and services these assets provide
• Quasi-monopolistic business models that often benefit from incumbency and high barriers to entry
• Contractual or regulated revenues often linked to inflation
• Attractive yields

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.