Description

The Invesco Global Active ESG Equity UCITS ETF Acc 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. The benchmark index is the MSCI World Index, and is shown for performance comparisons purposes only. The fund does not track the index. An investment in this fund is an acquisition of units in an actively managed fund rather than in the underlying assets owned by the fund.