5 min readBy Ron Koren ETF Insider
How does the BSCQ ETF work?
The BSCQ ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The Invesco Real Assets ETF (IVRA) is managed by Invesco Advisers Inc. Established to operate under an exemptive order from the SEC, IVRA does not publicly disclose its complete portfolio holdings daily. Instead, it provides a Tracking Basket on its website, aiming to closely mimic its daily performance. IVRA invests at least 80% of its net assets in exchange-traded equity securities of real assets companies in North America that meet environmental, social, and governance (ESG) standards. These companies primarily operate in real estate, infrastructure, natural resources, or timber industries, adhering to ESG principles for long-term sustainability.
The IVRA ETF, an actively managed exchange-traded fund, prioritizes investments in real assets companies with a focus on environmental, social, and governance (ESG) standards. While dividend distribution may not be the primary objective, the ETF's holdings, which consist of select equity securities meeting ESG criteria, may offer dividend opportunities. IVRA's dividend eligibility is influenced by the dividend policies of the underlying companies, with distributions reflecting the performance of these companies within the real assets sector.
Tracking the performance of companies principally engaged in North American real assets, the IVRA ETF operates under an exemptive order from the SEC. IVRA aims to closely align with its undisclosed portfolio holdings, which consist of select recently disclosed portfolio holdings, representative ETFs, and cash equivalents. Managed by Invesco Advisers Inc., IVRA focuses on investing in real estate, infrastructure, natural resources, and timber industries while adhering to environmental, social, and governance (ESG) standards. The ETF utilizes fundamental analysis and proprietary ESG screening tools to select securities with relatively favorable long-term prospects and positive ESG factors. IVRA may invest up to 25% of its net assets in foreign issuers, emphasizing a concentration in U.S. real estate and infrastructure industries.
The correlation aspect of the Invesco Real Assets ETF (IVRA) is essential for investors seeking exposure to real assets in North America while considering environmental, social, and governance (ESG) standards. As IVRA focuses on real estate, infrastructure, natural resources, and timber industries, its correlation with these sectors is crucial for understanding its performance. Utilizing ETF Insider's web app, investors can delve into IVRA's correlations with various asset classes and sectors, gaining deep insights and visualizations to inform their investment decisions effectively. Moreover, the tool allows users to observe overlap with other ETFs, providing a comprehensive view of IVRA's positioning within the broader market landscape.
The IVRA ETF focuses on real asset companies primarily located in North America, adhering to environmental, social, and governance (ESG) standards. Real assets, including real estate, infrastructure, natural resources, and timber, form the core of this sector. The ETF's investment strategy involves fundamental analysis to identify securities with sustainable dividends, attractive physical attributes, and viable capital structures. Additionally, IVRA excludes issuers not compliant with UN Global Compact principles and those involved in controversial industries. This concentrated approach emphasizes U.S. real estate and infrastructure industries, offering investors exposure to tangible assets with favorable long-term prospects.
The exposure of the IVRA ETF, the Invesco Real Assets ETF, is focused on companies within the real assets sector, predominantly in North America. This ETF offers investors exposure to industries such as real estate, infrastructure, natural resources, and timber, which are characterized by their physical attributes. Managed by Invesco Adviser’s Inc., IVRA adheres to environmental, social, and governance (ESG) standards in its investment selection process, ensuring that companies chosen align with responsible business practices.
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5 min readThe BSCQ ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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