Description

The Invesco Global Active ESG Equity UCITS ETF Acc aims to deliver superior long-term, risk-adjusted returns relative to global equity market performance. It achieves this by strategically investing in a worldwide portfolio of companies that adhere to specific Environmental, Social, and Governance (ESG) criteria, managed through an active investment approach. Following an initial screening for compliance with the fund's ESG standards, eligible companies are evaluated and ranked based on their appeal across three key investment dimensions: 'Value,' which identifies companies perceived as undervalued compared to market averages; 'Quality,' focusing on firms exhibiting robust financial health relative to their peers; and 'Momentum,' selecting businesses that have demonstrated exceptional historical share price appreciation or earnings growth. From this assessed pool, a select group of stocks is chosen for the portfolio using an optimization process. This process is designed to maximize the fund's exposure to these desired investment factors while maintaining a risk level consistent with its overarching objective. The stock selection itself is driven by a sophisticated quantitative investment model, which employs advanced mathematical, logical, and statistical methodologies. The fund's holdings are rebalanced on a monthly basis. While the MSCI World Index is presented for performance comparison purposes, it is important to note that the fund is actively managed and does not seek to track or replicate this index. An investment in this fund constitutes the acquisition of units in a professionally managed collective investment scheme, rather than direct ownership of the underlying assets held within the fund.