IQSA
•
Equity
INVESCO QUANTITATIVE STRATEGIES ESG GLOBAL EQUITY MULTI-FACTOR UCITS ETF ACC
TER (bps):
30
AUM (USD m):
608
ISIN:
IE00BJQRDN15
Domicile:
Ireland
Share Class Currency:
USD
ESG:
No
Geographical Focus:
Developed Markets
As of:
12 Nov 2024
Climate Fund:
No
Benchmark
The actively-managed Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF aims to deliver superior risk-adjusted returns over the long term when compared with the performance of global equity markets by investing in an actively managed portfolio of global equities that meet a defined set of environmental, social, and corporate governance (“ESG”) criteria. Eligible stocks are screened for compliance with the Fund’s ESG Criteria, and then scored based on their attractiveness with respect to three investment factors: Value (i.e. companies perceived to be inexpensive relative to market averages), Quality (i.e. companies that demonstrate stronger balance sheets relative to market averages) and Momentum (i.e. companies whose historical share price performance or earnings growth have exceeded market averages). The Fund will hold a sub-set of these stocks, using an optimisation process that seeks to maximise exposure to those investment factors whilst targeting a risk profile that is consistent with the Fund’s investment objective. The "quantitative investment model" uses mathematical, logical and statistical techniques for stock selection purposes. Fund holdings are rebalanced monthly.
PERFORMANCE
