Europe’s first GBP corporate bond ETF with ESG criteria

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  • 07 mins 48 secs
Paul Syms, Head of EMEA ETF Fixed Income Product Management, Invesco
Maria Lombardo, European Head of ESG Client Strategies, Invesco

For fixed income investors who want their investments aligned with their views on ESG, ETF opportunities have up until now been lacking. In this video, Paul and Maria discuss Invesco’s approach to ESG, the ESG landscape within fixed income and our new Invesco GBP Corporate Bond ESG UCITS ETF.
 

Investment risks
 

Value fluctuation
The value of investments, and any income from them, will fluctuate. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.

Debt instruments
Debt instruments are exposed to credit risk which relates to the ability of the borrower to repay the interest and capital on the redemption date.

Interest rates
Changes in interest rates will result in fluctuations in the value of the fund.

Environmental, social and governance
The Fund intends to invest in securities of issuers that manage their ESG exposures better relative to their peers. This may affect the Fund’s exposure to certain issuers and cause the Fund to forego certain investment opportunities. The Fund may perform differently to other funds, including underperforming other funds that do not seek to invest in securities of issuers based on their ESG ratings.


Important Information


This document contains information that is for discussion purposes only, and is intended only for professional investors the UK. Marketing materials may only be distributed in other jurisdictions in compliance with private placement rules and local regulations.

All investment decisions must be based only on the most up to date legal offering documents. The legal offering documents (fund & share class specific Key Investor Information Document (KIID), Key Information Document (KID), prospectus, annual & semi-annual reports, articles & trustee deed) are available free of charge at our website etf.invesco.com and from the issuers.

This document is marketing material and 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.

This document should not be considered financial advice. Persons interested in acquiring the fund should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.

Any calculations and charts set out herein are indicative only, make certain assumptions and no guarantee is given that future performance or results will reflect the information herein.

For details on fees and other charges, please consult the prospectus, the KIID/KID and the supplement of each product.

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.

BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. BARCLAYS® is a trademark and service mark of Barclays Bank PLC (collectively with its affiliates, “Barclays”), used under license. MSCI is a trademark and service mark of MSCI Inc. (collectively with its affiliates, “MSCI”), used under license. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”), including Bloomberg Index Services Limited, the index administrator (“BISL”), or Bloomberg’s licensors, including Barclays and MSCI, own all proprietary rights in the Bloomberg Barclays MSCI Sterling Liquid Corporate ESG Weighted Bond Index. None of Bloomberg, Barclays or MSCI is affiliated with Invesco, and none approves, endorses, reviews or recommends the Invesco GBP Corporate Bond ESG UCITS ETF. None of Bloomberg, Barclays or MSCI guarantees the timeliness, accurateness or completeness of any data or information relating to the Bloomberg Barclays MSCI Sterling Liquid Corporate ESG Weighted Bond Index, and none shall be liable in any way to Invesco, investors in the Invesco GBP Corporate Bond ESG UCITS ETF or other third parties in respect of the use or accuracy of the Bloomberg Barclays MSCI Sterling Liquid Corporate ESG Weighted Bond Index or any data included therein.

For the full objectives and investment policy please consult the current prospectus.

This document has been communicated by Invesco Investment Management Limited, Central Quay, Riverside IV, Sir John Rogerson’s Quay, Dublin 2, Ireland.

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www.invesco.co.uk


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