 The
Invesco Real Assets ESG ETF (IVRA) is an exchange-traded fund that
invests in companies involved in real assets that adhere to
environmental, social, and governance (ESG) standards. The fund's
objective is to track the performance of the Invesco Real Assets ESG
Index.
IVRA invests in a diversified portfolio of companies
operating in real assets such as infrastructure, real estate, natural
resources, and commodities. The fund uses a rules-based methodology to
select companies based on ESG criteria, and it also incorporates
fundamental analysis and qualitative assessments of companies.
The top holdings of the fund include Brookfield Asset Management Inc.,
Duke Energy Corp., Crown Castle International Corp., NextEra Energy
Inc., and American Tower Corp. The majority of the holdings are in the
United States, but the fund also has exposure to Canada, Japan, the
United Kingdom, and other countries.
As of March 23, 2023, the
IVRA has an expense ratio of 0.59% and a dividend yield of 1.55%. The
fund has total net assets of $115.9 million and has returned 5.73%
year-to-date.
Investing in IVRA provides investors with
exposure to companies operating in real assets while considering ESG
criteria. However, as with all investments, there are risks involved,
such as market fluctuations, economic uncertainty, and changes in
government policies that could affect the performance of the fund.
Therefore, investors should carefully consider their investment
objectives and risk tolerance before investing in IVRA or any other
investment vehicle.
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