PIO News and Press, Invesco Global Water ETF From 03/20/25

2025-03-20 09:05:00 ET Summary Stock selection in life science tools & services, pharmaceuticals and distributors detracted from relative performance, as did an overweight in health care facilities. The health care sector underperformed all US stock market sectors except mater...

2025-03-20 08:45:00 ET Summary Class A shares at net asset value underperformed the MSCI ACWI SMID Cap Index and the Morningstar Global Small/Mid Stock Funds category average during Q4. Global small-caps underperformed large-cap stocks and lagged both US small and large-cap stocks...

2025-03-20 07:00:00 ET Summary Class A shares underperformed the MSCI ACWI Growth Index and ranked in the 45th percentile of the Morningstar Global Large Stock Growth category for Q4. Growth stocks performed well during the quarter, particularly in the US, while value stocks lagge...

2025-03-20 06:40:00 ET Summary Class A shares at net asset value underperformed the MSCI All-Country World Growth Index but outperformed the Morningstar Global Growth Stock Funds Category average during the fourth quarter. Growth-oriented equities outperformed both the broad marke...

2025-03-20 06:00:00 ET Summary The fund’s strategic fixed income exposures broadly declined, with its position in long-term US Treasuries posting the steepest loss. The fund’s strategic equity income exposures declined in aggregate. Exposure to Invesco QQQ Income Adv...

2025-03-19 10:10:00 ET Summary Within fixed income, only variable- and floating-rate exposure added to absolute return. Within equities, US stocks and large-cap growth performed well, while international, mid/small-cap and value-oriented strategies lagged. Effects of the fund&...

2025-03-19 10:00:00 ET Summary The fund had a negative return for the quarter, with losses in all three macro factors. All six of the fund’s government bond markets declined during the quarter due to rising yields on longer-term bonds. The adaptive monthly tactical posi...

2025-03-19 09:00:00 ET Summary Both stock selection and sector allocations contributed to the outperformance. The fund is positioned for positive, but below trend economic growth and favors visible growth opportunities. Likely economic deceleration and stable or falling intere...

2025-03-19 08:45:00 ET Summary The stability of returns from the fund’s real estate fixed income holdings added to relative return. Real estate equities lagged during the quarter, but the fund benefited from an overweight in data centers and an underweight in the specialty ...

2025-03-19 08:35:00 ET Summary Global listed real estate declined in the fourth quarter, reflecting a market environment where rising government bond yields negatively affected investments perceived to be interest rate sensitive. The fund strikes a balance between select structura...