Invesco Global Active Defensive ESG Equity UCITS ETF

Investment objective: The objective of the Fund is to achieve a long-term return in excess of the MSCI World Index (the 'Benchmark') by investing in an actively-managed portfolio of global equities that meet environmental, social, and corporate governance ('ESG') criteria while limiting the volatility of the portfolio. Investment approach: To achieve its investment objective, the Fund will invest primarily in a portfolio of equity and equity-related securities of companies from developed markets worldwide whereby securities are selected by the Sub-Investment Manager based on three criteria: 1) compliance with the Fund's ESG policy (the 'ESG Policy'); which incorporates both exclusion criteria (based on an issuers exposure to controversial business activities or ESG controversies) and a best-in-class approach which selects those securities from each industry that score highest according to the Sub-Investment Manager's scoring system; 2) attractiveness determined in accordance with the Sub-Investment Manager's quantitative investment model; and 3) consistency between the portfolio's expected risk characteristics and the Fund's investment objective. Fund holdings are rebalanced monthly. The 'quantitative investment model' uses mathematical, logical and statistical techniques for stock selection purposes. The Fund is actively managed in reference to the MSCI World Index (the 'Benchmark'). The Fund will not seek to track the performance of the Benchmark. The Fund's portfolio holdings are selected through an optimisation process that utilises the Benchmark as a reference for risk and return characteristics. The Benchmark is also used for performance comparison purposes. Investors should note that the Benchmark is the intellectual property of the index provider. The Fund is not sponsored or endorsed by the index provider and a full disclaimer can be found in the Fund's supplement. The Fund may use derivative instruments for the purposes of managing risk, reducing costs, ge

Actively managed

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No