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Invesco’s evolving fund range for sustainable investing

Invesco’s evolving fund range for sustainable investing

As investors, we all have a part to play in building a sustainable future. We know this matters greatly to our clients, communities and stakeholders and it matters to us too.

ESG investing requires purposeful action. Following the introduction of the Sustainable Finance Disclosure Regulation (SFDR), we’ve thoroughly reviewed our fund range so we can continue to meet the needs of our clients. An increasing number of existing and newly launched products in Invesco’s fund range are now classified as SFDR Article 8 and SFDR Article 9.

Invesco’s SFDR article 8 and 9 product offering is now:

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Here are the exclusions considered under Article 8. To find out more, get in touch with your Invesco representative.

  • Severe violations

  • 0% of revenue including companies involved in the manufacture of nuclear warheads or whole nuclear missiles outside of the Non-Proliferation Treaty

  • Thermal Coal extraction: >=5% of revenue
  • Thermal Coal Power Generation: >=10% of revenue

  • >= 5% of revenue on each of the following:
    o Artic oil & gas exploration;
    o Oil sands extraction;
    o Shale energy extraction.

  • Tobacco Products production: >=5% of revenue
  • Tobacco related products and services: >=5% of revenue

  • Recreational cannabis: >=5% of revenue

  • Ensure that companies follow good governance practices in the areas of sound management structures, employee relations, remuneration and tax compliance

Sustainability is a fundamental part of all our investment strategies. A comprehensive sustainable product offering is part of Invesco’s broader commitment to meet clients’ ESG needs. We look forward to working with you on the journey to a more sustainable future.

Visit our website to learn more about our approach to ESG and responsible investing, as well as ESG insights and education.

For complete information on risks, refer to the legal documents.

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important Information

  • Data as at 08.08.2022, unless otherwise stated.

     

    This is marketing material and not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

     

    Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.