(IQSA) Quantitative Strategies ESG - Overview
Etf: Equities, Global, Multi-Factor, ESG
| Risk 5d forecast | |
|---|---|
| Volatility | 11.7% |
| Relative Tail Risk | -1.91% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.24 |
| Alpha | 1.09 |
| Character TTM | |
|---|---|
| Beta | 0.190 |
| Beta Downside | 0.408 |
| Drawdowns 3y | |
|---|---|
| Max DD | 21.35% |
| CAGR/Max DD | 0.84 |
Description: IQSA Quantitative Strategies ESG December 22, 2025
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF (ticker IQSA) is a Germany-domiciled exchange-traded fund that tracks the Morningstar Global TME NR USD index, offering exposure to large-cap global equities with an ESG-focused, multi-factor tilt.
Key additional metrics (as of Q3 2024): the fund carries an expense ratio of 0.25 % and manages roughly €4.2 billion in assets; its ESG scoring framework overweighted the technology and healthcare sectors, which together represent about 35 % of the portfolio, while underweighting energy and utilities. Recent performance shows a 12-month total return of ~7 %, outpacing the MSCI World ESG Leaders Index by roughly 1.2 % in the same period, reflecting the benefit of the quantitative factor screens.
For a deeper, data-driven look at IQSA’s risk-adjusted performance, consider reviewing the fund’s profile on ValueRay.
What is the price of IQSA shares?
Over the past week, the price has changed by +1.52%, over one month by +1.00%, over three months by +6.24% and over the past year by +7.25%.
Is IQSA a buy, sell or hold?
What are the forecasts/targets for the IQSA price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 96.1 | 14.8% |
IQSA Fundamental Data Overview February 03, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 66.0m EUR (66.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 66.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 66.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.62% (E(66.0m)/V(66.0m) * Re(6.62%) + (debt-free company))
Discount Rate = 6.62% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)