Invesco
IQSA.L
IE00BJQRDN15
Invesco Global Active ESG Equity UCITS ETF Acc
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About this ETF

The ETF invests in stocks from developed markets worldwide. The stock selection is based on ESG criteria (Environmental, Social and Governance) and equity factors (Momentum, Quality and Value).

TER
0.3%

Total Expense Ratio per year

Fund Size
€3.09B

Assets under management

Holdings
203

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
18.8
Weighted Fwd P/E
14.9
💰 Revenue Estimates
Current Year CY
+17.84% ⌀ 23 Analysts Coverage
Next Year NY
+14.2% ⌀ 23 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+32.69% ⌀ 24 Analysts Coverage
Next Year NY
+40.12% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
Invesco
Invesco
Fund Type
ETF
Inception Date
07/30/2019 (7 yrs)
Region
World
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
16.5% p.a.
Max Drawdown (5Y)
-25.7%
Sharpe Ratio (5Y)
0.74
Beta Factor
1.03
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 32% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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