Invesco Europe Enhanced Equity UCITS ETF

Issuer: Invesco

Asset Class: Equity

TER: 35bps

Trading Currency: GBX

Pays Income: False

Listing Date: 24 Sep 2025

Ticker: IQEX

ISIN: IE000YNVI4W4

This actively managed fund aims to deliver long-term outperformance against the MSCI Europe Index by employing a systematic, bottom-up investment process. The strategy is driven by a proprietary quantitative model from Invesco Quantitative Strategies, which assesses European companies based on a variety of factors, including value, quality, and momentum. The model's objective is to identify stocks that appear undervalued but possess strong fundamental characteristics and positive price trends. By doing so, it constructs a portfolio that strategically deviates from the market-cap-weighted benchmark to capture potential excess returns, offering an 'enhanced' approach to core European equity exposure.

The resulting portfolio is a diversified collection of equities primarily from developed European markets. While the primary goal is to exceed the benchmark's performance, the construction methodology includes controls to manage risk relative to the broader market, ensuring the fund remains suitable as a core holding. The active nature of the strategy allows for dynamic portfolio adjustments in response to the quantitative model's ongoing signals, seeking to exploit market inefficiencies as they arise. Using a physical replication method, the fund directly holds the underlying stocks of the selected companies, offering investors transparent and direct exposure.

This product is designed for investors who want a core allocation to European equities but are seeking a strategy with the potential to outperform traditional passive index funds. It is particularly suitable for those who appreciate a disciplined, quantitative approach rooted in factor-based investing principles. By blending the potential advantages of active management with the characteristic transparency, liquidity, and efficiency of an ETF structure, the fund presents a modern vehicle for accessing the European stock market and can serve as a key component for long-term growth within a diversified investment portfolio.