Invesco
ESGE.L
IE00BJQRDL90
Invesco MSCI Europe Universal Screened UCITS ETF Acc
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About this ETF

The Invesco MSCI Europe Universal Screened UCITS ETF Acc seeks to track the MSCI Europe Universal Select Business Screens index. The MSCI Europe Universal Select Business Screens index tracks the largest European companies. The index excludes companies that are involved in businesses related to thermal coal, controversial weapons, tobacco and other controversial industries. The weighting of the index components is adjusted based on ESG factors. As a result, preference will be given to companies with a robust ESG profile and a positive trend towards improving this profile.

TER
0.16%

Total Expense Ratio per year

Fund Size
€188.88M

Assets under management

Holdings
355

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
17.37
Weighted Fwd P/E
16.93
💰 Revenue Estimates
Current Year CY
+11.08% ⌀ 17 Analysts Coverage
Next Year NY
+8.36% ⌀ 17 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+24.96% ⌀ 16 Analysts Coverage
Next Year NY
+12.87% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
Invesco
Invesco
Fund Type
ETF
Inception Date
06/13/2019 (7 yrs)
Index Group
MSCI Europe
Region
Europe
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
4443.3% p.a.
Max Drawdown (5Y)
-99.0%
Sharpe Ratio (5Y)
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (16.2 analysts)
⚠️ Sector concentration: 31% in "Financial Services".
⚠️ Elevated Interest Rate Sensitivity: 42% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 58% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Elevated Short-Term Volatility: 3Y volatility (5728.6%) is noticeably higher than the 5Y average (4443.3%).
🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (4443.3% p.a.).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -99.0% in the extended horizon.
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