IVRA

📎 Investment Objective

The Invesco Real Assets ESG ETF (IVRA) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P Real Assets Equity Index, which is designed to measure the performance of companies involved in real assets, including real estate, infrastructure, and commodities.

✨ Key Features

• Exposure to a diversified portfolio of real assets companies with a focus on ESG factors
• Seeks to track the performance of the S&P Real Assets Equity Index
• Low expense ratio of 0.00%
• Relatively new fund with limited performance history

⚠️ Primary Risks

• Equity market risk: The value of the securities in the portfolio may decline due to general market conditions or other factors
• Real assets sector risk: The fund's performance may be affected by the performance of the real estate, infrastructure, and commodities sectors
• ESG investment risk: The fund's ESG criteria may result in the exclusion of certain securities, which could affect the fund's performance compared to non-ESG funds
• Tracking error risk: The fund may not perfectly track the underlying index

👤 Best For

This ETF may be suitable for investors seeking exposure to a diversified portfolio of real assets companies with a focus on ESG factors as part of a broader investment strategy. Investors should be comfortable with the risks associated with investing in the real assets sector and be willing to hold the fund for the long term.