Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc

Issuer: Invesco

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 05 Aug 2019

Ticker: IQSA

ISIN: IE00BJQRDN15

This actively managed fund offers exposure to a concentrated portfolio of global companies that demonstrate strong Environmental, Social, and Governance (ESG) characteristics. The investment strategy is built on the belief that companies effectively managing their ESG risks and opportunities are better positioned for sustainable, long-term growth. The portfolio managers employ a bottom-up, fundamental research approach to identify high-quality businesses across various sectors and geographies. The selection process involves rigorous analysis of a company's financial health, competitive positioning, and management quality, all viewed through a distinct ESG lens. This results in a high-conviction portfolio aiming to deliver capital appreciation over the long term.

A core element of the strategy is its robust ESG integration. The fund seeks to invest in companies making a positive contribution to society and the environment while avoiding those with detrimental impacts. It applies a series of exclusions, screening out businesses involved in controversial industries such as tobacco, thermal coal, and certain weapons manufacturing. Beyond exclusions, the managers conduct proprietary ESG analysis, focusing on the materiality of specific factors to each company's long-term value. This active engagement and forward-looking assessment allows the fund to go beyond simple ratings, constructing a portfolio of what it considers to be the most compelling sustainable investment opportunities.

This financial product is designed for investors seeking a core global equity holding that aligns with sustainability principles. It may be suitable for those who wish to combine the potential for long-term capital growth with positive environmental and social outcomes. By delegating security selection to an experienced management team, investors gain access to a professionally curated portfolio that aims to outperform broader market benchmarks over time. The fund's focus on high-quality, sustainable businesses may also appeal to investors looking for a potentially more resilient portfolio during periods of market volatility.