
S&P 500 ESG ETF: Can doing good be good for returns?
This page should be read in conjunction with the investment risks below.
Notes
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An investment in this fund is an acquisition of units in a passively managed, index tracking fund rather than in the underlying assets owned by the fund. Costs may increase or decrease as result of currency and exchange rate fluctuations. Consult the legal documents for further information on costs. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.
The Funds intend to invest in securities of issuers that manage their ESG exposures better relative to their peers. This may affect the Funds' exposure to certain issuers and cause the Funds to forego certain investment opportunities. The Funds may perform differently to other funds, including underperforming other funds that do not seek to invest in securities of issuers based on their ESG ratings.
Please read the risks warnings at the end of this webpage.
Our Invesco S&P 500 ESG UCITS ETF
If you are seeking an Environmental, Social and Governance (ESG) enhancement for your core US equity exposure, you should consider investing in our Invesco S&P 500 ESG UCITS ETF. This passive fund aims to deliver the performance of the S&P 500 ESG index, less a low annual management fee of 0.09%. The index has been designed to integrate ESG criteria into one of the world’s most iconic and widely tracked benchmarks.
What are the objectives of the Invesco S&P 500 ESG UCITS ETF?
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Provide a similar risk/return profile to the S&P 500.
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Exclude companies that are not managing in-line with ESG principles.
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The result is an index of 200+ companies, with a profile very close to the traditional S&P 500 Index.
Integrate ESG risks and opportunities with the S&P 500 ESG Index

Why consider our Invesco S&P 500 ESG UCITS ETF?
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Risk warnings
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For complete information on risks, refer to the legal documents.
The value of investments, and any income from them, will fluctuate. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.
Invesco S&P 500 ESG UCITS ETF: The Fund’s ability to track the benchmark’s performance is reliant on the counterparties to continuously deliver the performance of the benchmark in line with the swap agreements and would also be affected by any spread between the pricing of the swaps and the pricing of the benchmark. The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss. The Fund intends to invest in securities of issuers that manage their ESG exposures better relative to their peers. This may affect the Fund’s exposure to certain issuers and cause the Fund to forego certain investment opportunities. The Fund may perform differently to other funds, including underperforming other funds that do not seek to invest in securities of issuers based on their ESG ratings. The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund. The fund might purchase securities that are not contained in the reference index and will enter into swap agreements to exchange the performance of those securities for the performance of the reference index. The Fund might be concentrated in a specific region or sector or be exposed to a limited number of positions, which might result in greater fluctuations in the value of the Fund than for a fund that is more diversified.
Important information
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This marketing communication is exclusively for use by Qualified Clients/Sophisticated Investors in Israel. It is not intended for and should not be distributed to the public. Investors should read the legal documents prior to investing.
Data as at 20 February 2024, unless otherwise stated.
By accepting this material, you consent to communicate with us in English, unless you inform us otherwise.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
For more information on our funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the financial statements and the Prospectus, available from invesco.eu. A summary of investor rights is available in English from invescomanagementcompany.ie/dub-manco. The management company may terminate marketing arrangements.
UCITS ETF’s units / shares purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units / shares on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units / shares and may receive less than the current net asset value when selling them.
Invesco S&P 500 ESG UCITS ETF: The S&P 500 ESG Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Invesco UK Services Limited. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Invesco UK Services Limited. The Invesco S&P 500 ESG UCITS ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 ESG Index.
For the full objectives and investment policy please consult the current prospectus.
Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
EMEA3371761/2024