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About INVESCO S&P INT DEV ESG TILT IND ET CAD UNIT
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Inception date
Jan 5, 2022
S&P Developed Ex-North America & Korea Large MidCap ESG Titled Index - CAD - Benchmark TR Net
Replication method
Physical
Primary advisor
Invesco Canada Ltd.
The fund seeks to maintain the same risk and return as the index, which takes from a universe of large- and mid-cap stocks in developed markets within Europe and Asia-Pacific. The index applies an exclusionary screening based on an ESG risk rating by Sustainalytics, a UNGC score by Arabesque, and an S&P DJI ESG Score by SAM. A company is excluded if it is involved in tobacco, thermal coal, and controversial weapons or has a UNGC score in the bottom 5% of all UNGC-scored companies globally. The remaining companies are weighted by S&P DJI ESG Score within their GICS sector or industry group. An ESG tilt scaling factor is incorporated in the S&P DJI ESG score. The index rebalances and reconstitutes annually.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.