Investing in ESG with Invesco ETFs
Whether your clients simply want to avoid certain companies or industries, or help drive positive change, our wide range of ESG ETFs can help you build portfolios that reflect values that matter to your clients.
Mega Trends & Thematic Investing
Reimagine the future. Explore the drivers of change.
Reimagine the future with thematic investing
With the world changing faster than ever, many investors want to explore thematic solutions to capture some of the most powerful trends reshaping the future.
A thematic fund invests in companies positively linked with a long-term trend or transition. This approach reduces the concentration risk of investing in individual companies while providing more precise exposure to the theme compared to investing in traditional sectors. It’s largely irrelevant where a company is domiciled or in what sector it happens to be classified. While a theme can cover just about any trend you can imagine, the most successful ones tend to be clearly definable, investible, revenue-generative, and long-term.
A diversified portfolio will usually comprise both core and non-core holdings, with thematic funds part of that latter category. Because thematic funds are more concentrated and targeted compared to broad index funds, they tend to be more volatile, especially over shorter timeframes. Held over the longer term, however, they may be able to capture the evolution of the theme. They’re often seen as providing more differentiated, less correlated sources of return. Some investors may use them as strategic positions alongside their portfolio’s core holdings, with traditional sectors used more tactically to adjust for shorter-term market conditions.
Once a theme is identified, the next step is to figure out how to gain access most effectively. Because many themes are relatively new and rapidly evolving, you need someone with expertise within that specific area to identify opportunities and value prospects. This expertise may come from one of Invesco’s own investment teams or through partnership with a specialist indexing firm.
An investment in the ETF is an acquisition of units in a passively managed, index tracking fund rather than in the underlying assets owned by the fund. Costs may increase or decrease as result of currency and exchange rate fluctuations. Consult the legal documents for further information on costs. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.
Please read the risks warnings at the end of this webpage.
Capture Mega Trends with Invesco ETFs
Here are some of the most compelling long-term themes and how you can access them through our range of ETFs and actively managed funds.
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The need to transition towards more sustainable sources of energy presents opportunities. Solar and wind are already the lowest-cost sources of electricity in many countries, while hydrogen holds the key for areas of the economy where electrification is impractical. Investors can gain exposure to specific technologies or clean energy more broadly.
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Blockchain ETF & digital assets: invest in the new possible
Major crypto-assets declined and several market participants failed. Yet amid the setbacks, building on blockchain continues and parts of the ecosystem functionality remain robust, and multiple surveys show continued investor interest in digital assets.
Invesco EQQQ ETF - The forefront of innovation
Invesco EQQQ Nasdaq-100 UCITS ETF - An ETF that offers you 100 of the most innovative companies, for today and beyond.
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Social factors contribute to a volatile world, threatening financial stability and society. It makes little sense to invest in a company that doesn’t address the key socio-economic issues around us.
Why consider Invesco ETFs?
Reframing investment opportunities in a world that’s constantly changing isn’t easy. But at Invesco, we believe that exploring the structural changes our world is facing is key to success.
As one of the world’s largest and leading independent investment managers*, Invesco has the global capability to deliver our best ideas to investors around the world.
Global and diverse presence
Depth of Investment capabilities
ESG advocacy, through industry association and participation in policy efforts
Highest caliber risk management Investment platform
Work closely with a best-in-class network of partners and index providers
High-quality results driven by specialized insight and disciplined oversight
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*Invesco AUM over $1.5 billion, as at 31 December 2023.
Investment risks
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For complete information on risks, refer to the legal documents. 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.
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF, Invesco KBW NASDAQ Fintech UCITS ETF: The Fund’s ability to track the benchmark’s performance is reliant on the counterparties to continuously deliver the performance of the benchmark in line with the swap agreements and would also be affected by any spread between the pricing of the swaps and the pricing of the benchmark. The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss. The Fund might be concentrated in a specific region or sector or be exposed to a limited number of positions, which might result in greater fluctuations in the value of the Fund than for a fund that is more diversified. The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund. The fund might purchase securities that are not contained in the reference index and will enter into swap agreements to exchange the performance of those securities for the performance of the reference index.
Invesco MSCI China Technology All Shares Stock Connect UCITS ETF: As a large portion of this fund is invested in less developed countries, investors should be prepared to accept a higher degree of risk than for an ETF that invests only in developed markets. The Fund may be exposed to the risk of the borrower defaulting on its obligation to return the securities at the end of the loan period and of being unable to sell the collateral provided to it if the borrower defaults. The Fund might be concentrated in a specific region or sector or be exposed to a limited number of positions, which might result in greater fluctuations in the value of the Fund than for a fund that is more diversified. The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund. The Fund’s performance may be adversely affected by variations in the exchange rates between the base currency of the Fund and the currencies to which the Fund is exposed. The Fund may use Stock Connect to access China A Shares traded in Mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risks.
Important information
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This marketing communication is exclusively for use by professional investors in Portugal. It is not intended for and should not be distributed to the public. Investors should read the legal documents prior to investing.
Data as at 01 February 2024, unless otherwise stated.
By accepting this material, you consent to communicate with us in English, unless you inform us otherwise.
This is marketing material and not financial advice. It is 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.
Views and opinions are based on current market conditions and are subject to change.
For more information on our funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the financial statements and the Prospectus, available from invesco.eu. A summary of investor rights is available in English from invescomanagementcompany.ie. The management company may terminate marketing arrangements.
UCITS ETF’s units / shares purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units / shares on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units / shares and may receive less than the current net asset value when selling them.
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF: The Invesco Morningstar US Energy Infrastructure MLP UCITS ETF is not sponsored, endorsed, sold or promoted by Morningstar. Morningstar makes no representation or warranty, express or implied, to the owners of the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF or any member of the public regarding the advisability of investing in securities generally or in the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF. Morningstar’s only relationship to Invesco Markets plc and Invesco Morningstar US Energy Infrastructure MLP UCITS ETF is the licensing of: (i) certain trade and service marks and names of Morningstar; and (ii) the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF which is determined, composed and calculated by Morningstar without regard to Invesco Markets plc or the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF. Morningstar has no obligation to take the needs of Invesco Markets plc or the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF into consideration in determining, composing or calculating the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF. Morningstar is not responsible for and has not participated in the determination of the prices and amount of the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF or the timing of the issuance or sale of theInvesco Morningstar US Energy Infrastructure MLP UCITS ETF or in the determination or calculation of the equation by which the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF is converted into cash. Morningstar has no obligation or liability in connection with the administration, marketing or trading of the Invesco Morningstar US Energy Infrastructure MLP UCITS ETF.
Invesco KBW NASDAQ Fintech UCITS ETF: Nasdaq®, NASDAQ Stock Market® are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by Invesco. The Product(s) have not been passed on by the Corporations as to their legality or suitability. The Product(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the product(s).
Invesco MSCI China Technology All Shares Stock Connect UCITS ETF: The funds or securities referred to herein are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. The prospectus contains a more detailed description of the limited relationship MSCI has with Invesco and any related funds.
For the full objectives and investment policy please consult the current prospectus.
Invesco Investment Management Limited, Ground Floor, 2 Cumberland Place, Fenian Street, Dublin 2, Ireland. Regulated by the Central Bank in Ireland.
EMEA3365315/2024
