Invesco Global Active ESG Equity UCITS ETF (IQSA.L)

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The Invesco Global Active ESG Equity UCITS ETF Acc endeavors to generate enhanced risk-adjusted returns over an extended period, aiming to outperform the broader global equity markets. It achieves this by strategically investing in a dynamically managed collection of international companies that strictly conform to a defined set of environmental, social, and corporate governance (ESG) standards. Prospective investments are initially subjected to a comprehensive screening process to verify their adherence to the fund's ESG benchmarks. Following this, they are systematically evaluated based on their appeal across three primary investment dimensions: Value (identifying companies that appear inexpensive when compared to market averages), Quality (selecting businesses that exhibit superior financial strength and balance sheet health relative to market norms), and Momentum (focusing on firms whose past share price movements or earnings expansion have consistently exceeded market averages). From this vetted pool, the fund curates a specific subset of stocks. This selection is guided by an optimization approach designed to maximize exposure to the aforementioned investment factors while concurrently targeting a risk level aligned with the fund's core objective. The stock selection itself is powered by a proprietary "quantitative investment model," which applies advanced mathematical, logical, and statistical methods. The portfolio's constituents are adjusted and rebalanced each month. It's important to understand that while the MSCI World Index is presented for comparative performance analysis, this fund is actively managed and does not seek to mirror or track that index. Therefore, an investment in this fund signifies the purchase of units in an actively managed investment vehicle, rather than direct ownership of the underlying assets held within its portfolio.