IVRAInvesco Real Assets ESG ETF
IVRA Fund Description
IVRA is an actively managed, non-transparent fund of North American real assets companies screened for both environmental, social, and governance (ESG) and fundamental factors.
IVRA Factset Analytics Insight
IVRA uses a non-transparent, proxy portfolio structure which discloses holdings only on a quarterly basis with a 30-day lag. The fund actively selects socially conscious real assets firms of all sizes across North America using its own fundamental analysis to rate companies based on their long-term growth, with an ESG measures overlay, which comprises of a proprietary ESG screen that excludes firms involved in controversial industries (tobacco, weapon, recreational cannabis, extraction of thermal coal and fossil fuels), and further research which allocates all eligible securities in individual pillars of ESG framework and specific real asset sector. These pillars include environmental (natural resources), social (human rights), and governance pillar (management). As a non-transparent fund, IVRA publishes on it’s a website a proxy portfolio that represents its holdings and discloses its weight overlap which explains how similar the proxy portfolio is relative to the actual holdings.
IVRA MSCI ESG Analytics Insight
Invesco Real Assets ESG ETF has an MSCI ESG Fund Rating of A based on a score of 7.03 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. Invesco Real Assets ESG ETF ranks in the 68th percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVRA Summary Data
IVRA Portfolio Data
IVRA Index Data
IVRA Portfolio Management
IVRA Tax Exposures
IVRA Fund Structure
IVRA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVRA. IVRA is rated a 4 out of 5.
IVRA Performance Statistics
IVRA MSCI ESG Ratings
IVRA Benchmark Comparison Summary
IVRA Benchmark Comparison Market Cap Size