Invesco
INSU.L
IE0007UJ6IE0
Invesco Dow Jones US Insurance UCITS ETF Acc
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About this ETF

Der Invesco Dow Jones US Insurance UCITS ETF Acc bildet den Dow Jones U.S. Select Insurance Index nach. Der Dow Jones U.S. Select Insurance Index bietet Zugang zur US-Versicherungsbranche.

TER
0.35%

Total Expense Ratio per year

Fund Size
€113.77M

Assets under management

Holdings
57

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
9.93
Weighted Fwd P/E
10.54
💰 Revenue Estimates
Current Year CY
+3.69% ⌀ 7 Analysts Coverage
Next Year NY
+3.19% ⌀ 7 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.66% ⌀ 18 Analysts Coverage
Next Year NY
+0.74% ⌀ 18 Analysts Coverage

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ETF Profile
Provider
Invesco
 Invesco
Fund Type
ETF
Type
Passive
Inception Date
07/10/2023 (3 yrs)
Index Group
Dow Jones
Index
Dow Jones U.S. Select Insurance
Region
-
Country
United States
Sector
Insurance
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
14/100 Low (Concentration Risk)
Diversification Score
14/100 Low (Concentration Risk)
3Y Volatility
16.7% p.a.
Max Drawdown (3Y)
-12.6%
Sharpe Ratio (3Y)
0.84
Beta Factor
0.85
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (17.8 analysts)
🔴 Extreme top 10 holdings concentration: 67% of fund in top 10 positions.
🔴 Severe sector concentration risk: 99% in "Financial Services".
🔴 Extreme industry concentration: 61% in "Insurance - Property & Casualty".
⚠️ Elevated Interest Rate Sensitivity: 99% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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