Invesco
ESGU.L
IE00BJQRDM08
Invesco MSCI USA Universal Screened UCITS ETF Acc
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About this ETF

The Invesco MSCI USA Universal Screened UCITS ETF Acc seeks to track the MSCI USA Universal Select Business Screens index. The MSCI USA Universal Select Business Screens index tracks the largest US-companies. The index excludes companies that are involved in businesses related to thermal coal, controversial weapons, tobacco and other controversial industries. The weighting of the index components is adjusted based on ESG factors. As a result, preference will be given to companies with a robust ESG profile and a positive trend towards improving this profile.

TER
0.09%

Total Expense Ratio per year

Fund Size
€2.87B

Assets under management

Holdings
470

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.08
Weighted Fwd P/E
18.34
💰 Revenue Estimates
Current Year CY
+23.89% ⌀ 31 Analysts Coverage
Next Year NY
+18.32% ⌀ 31 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+38.63% ⌀ 30 Analysts Coverage
Next Year NY
+30.13% ⌀ 30 Analysts Coverage

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ETF Profile
Provider
Invesco
Invesco
Fund Type
ETF
Inception Date
06/13/2019 (7 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.7% p.a.
Max Drawdown (5Y)
-27.8%
Sharpe Ratio (5Y)
0.59
Beta Factor
1.04
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 37% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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