(ESGU) Invesco MSCI USA ESG - Ratings and Ratios

The Invesco MSCI USA ESG Universal Screened UCITS ETF (Ticker: ESGU) is a Germany-domiciled ETF listed on XETRA, designed to provide exposure to US large- and mid-cap equities through an ESG lens. It tracks the Morningstar US Large-Mid NR USD Index, which incorporates ESG criteria to exclude companies involved in controversial weapons, tobacco, and other unsustainable practices. This fund is UCITS-compliant, making it accessible to European investors seeking alignment with global sustainability standards.

As of the latest data, the fund manages approximately 949.82 million EUR in assets, reflecting its popularity among investors prioritizing ESG considerations. While traditional valuation metrics like P/E, P/B, and P/S are not directly applicable to the ETF itself, the underlying index focuses on large-cap and mid-cap US companies, offering a blend of stability and growth potential. The ETF’s structure allows it to track the performance of its benchmark with minimal tracking error, ensuring investors gain efficient exposure to the US equity market through a filtered ESG approach.

ESGU is designed for investors seeking cost-effective, diversified access to US equities while aligning with environmental, social, and governance principles. Its ESG screening process ensures the exclusion of companies that do not meet specific sustainability thresholds, making it a targeted choice for funds and investors integrating ESG into their portfolios. The ETF’s listing on XETRA also provides European investors with a regulated, liquid vehicle to access US markets with an ESG overlay.