Transparency of the promotion of environmental or social characteristics

 

The following funds promote certain ESG characteristics and are categorised as Article 8 funds, for the purposes of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (the “SFDR”):

  • Invesco Euro Corporate Bond ESG UCITS ETF
  • Invesco GBP Corporate Bond ESG UCITS ETF
  • Invesco USD Corporate Bond ESG UCITS ETF
  • Invesco USD High Yield Corporate Bond ESG UCITS ETF
  • Invesco MSCI Europe ESG Universal Screened UCITS ETF
  • Invesco MSCI USA ESG Universal Screened UCITS ETF
  • Invesco MSCI World ESG Universal Screened UCITS ETF 
  • Invesco MSCI Europe ESG Leaders Catholic Principles UCITS ETF 
  • Invesco MSCI Europe ex UK  ESG Universal Screened UCITS ETF 
  • Invesco MSCI Emerging Markets ESG Universal Screened UCITS ETF
  • Invesco MSCI EMU ESG Universal Screened UCITS ETF
  • Invesco MSCI Japan ESG Universal Screened UCITS ETF
  • Invesco MSCI Pacific ex Japan ESG Universal Screened UCITS ETF
  • Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF
  • Invesco FTSE All Shares ESG Climate UCITS ETF
  • Invesco Global Clean Energy UCITS ETF
  • Invesco S&P 500 ESG UCITS ETF

The investment objective of each Funds is to achieve the performance of the Index which it tracks, each Fund will share the same environmental and social characteristics as the underlying Index. More information on the Index can be found on the relevant fund page at etf.invesco.com.

The following information can be found in the index factsheet and methodology of the index provider of the relevant fund at etf.invesco.com:

  • how those characteristics or objective are met;
  • the methodologies used to assess, measure and monitor the environmental or social characteristics or the impact of the sustainable investments selected for the ESG product, including its data sources and screening criteria for the underlying assets; and
  • the relevant sustainability indicators used to measure the environmental or social characteristics or the overall sustainable impact of the financial product

For Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF, the environmental and social characteristics of the fund is set out in the investment policy. More information on the investment policy can be found on the relevant fund page. Information on how the environmental and social characteristics are met, the methodologies used to assess, measure and monitor the environmental or social characteristics or the impact of the sustainable investments selected for the ESG product, including its data sources and screening criteria for the underlying assets and the relevant sustainability indicators used to measure the environmental or social characteristics or the overall sustainable impact of the financial product can be found in the Invesco Quantitative Strategies ESG Global Equity Multi-Factor Responsible Investment Policy on the relevant fund page at etf.invesco.com