Key stats
About INVESCO ESG GLOBAL BD ETF CAD UNIT
Expense ratio
0.51%
Home page
Inception date
Jan 5, 2022
The fund aims to generate income and capital appreciation over the long term by targeting investment-grade debt securities of various maturity issued by both governments and corporations from around the world. The fund selects bonds that exhibit favorable ESG characteristics with up to 25% of net assets invested in bonds rated below investment grade (or unrated). Bonds that exhibit ESG practices are considered, including ESG-linked debt issuances. The portfolio managers employ an evaluation process that assigns an overall ESG score that includes some exclusionary screening criteria, which avoids issuers uncompliant with the UN Global Compact or those that derive a significant portion of revenue from controversial products or services. The portfolio managers use an analytical approach that considers the fundamental characteristics and macroeconomic outlook. As an actively managed fund, the portfolio managers have full discretion to adjust holdings at their discretion.
Classification
What's in the fund
Exposure type
Corporate
Government
Securitized
Stocks1.04%
Finance1.04%
Bonds, Cash & Other98.96%
Corporate52.19%
Government28.77%
Securitized15.03%
Cash2.67%
Miscellaneous0.47%
Municipal0.05%
Futures−0.22%