IPOS
Renaissance International IPO ETFIPOS Fund Description
IPOS tracks a cap-weighted index of recent IPOs listed internationally. The fund adds an IPO within 90 days of its initial listing.
IPOS Factset Analytics Insight
IPOS, launched October 2014, is an international version of Renaissance Capital's IPO, which launched in October 2013. IPOS specifically targets recent IPOs listed on international exchanges and includes them within 90 days of listing, but can include IPOs as early as 5 days. The fund removes a company after 2 years. Despite its "international" focus, IPOS won't include foreign companies that choose the US for its IPO, like Alibaba, which gets included in its "US-listed" specific sister-fund, IPO. The fund charges 80 bps—a high fee for a cap-weighted equity ETF—which could drag on the fund's tracking. IPOS tilts toward small-growth firms compared with our broad benchmark.
IPOS MSCI ESG Analytics Insight
Renaissance International IPO ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.07 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Renaissance International IPO ETF ranks in the 43th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IPOS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IPOS Summary Data
IPOS Portfolio Data
IPOS Index Data
IPOS Portfolio Management
IPOS Tax Exposures
IPOS Fund Structure
IPOS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IPOS. IPOS is rated a 3 out of 5.
IPOS Tradability
IPOS Sector/Industry Breakdown
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IPOS Top 10 Holdings[View All]
IPOS Countries
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IPOS Regions
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IPOS Economic Development
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IPOS Performance Statistics
IPOS MSCI ESG Ratings
IPOS Benchmark Comparison Summary
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IPOS Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.