INVESCO QUANTITATIVE STRATEGIES ESG GLOBAL EQUITY MULTI-FACTOR UCITS ETF EUR PFHDG ACC

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. To minimise exposure to fluctuations in the exchange rate between the base currency of the Fund's underlying holdings and the currency of the portfolio-hedged Share Class, the Share Class enters into foreign exchange transactions.

PERFORMANCE

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