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TSX: ESG

Invesco S&P 500
ESG Index ETF

Invesco Canada introduces a low-cost ETF based on the S&P 500® ESG Index, which integrates environmental, social and governance considerations.

TAKE A CLOSER LOOK
TSX: ESG
The S&P 500® ESG Index is designed to provide a risk and return profile similar to the benchmark S&P 500®, making this ETF suitable as a core portfolio holding. Investors do not need to sacrifice returns when they choose investments that align with their values.
0.15%

The low management fee is very competitive

25%

Improvement in ESG score achieved by the S&P 500 ESG Index vs. the S&P 5001

0.998

The 5-year correlation of the underlying index and S&P 500, based on hypothetical performance for S&P 500 ESG Index (CAD) prior to Oct. 21, 2019*

Align your values without compromising on performance

S&P 500 ESG Index Performance vs S&P 500
S&P 500 ESG index is designed to provide similar return and risk characteristics as the S&P 500. Chart shows hypothetical back-tested performance for S&P 500 ESG Index (USD) prior to January 28, 2019.*
*Source: S&P Dow Jones Indices LLC. Data current as of December 31, 2019.  Chart is provided for illustrative purposes.  The S&P 500 ESG Index (USD) launched on January 28, 2019.  All information for an index prior to its launch date is hypothetical back-tested, not actual performance. The back-test calculations are based on the methodology in effect on the index launch date.  Back-tested performance is subject to inherent limitations because it reflects application of an index methodology and selection of index constituents in hindsight.  No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index.  Actual returns may differ from, and be lower than, back-tested returns. Past performance is no guarantee of future results. You cannot directly invest in an index.

There are many roads to a better world

The underlying index recognizes the best efforts of companies in challenging, yet important, economic sectors.

ESG engagement provides the opportunity to influence company behaviour, drive industry change, or advance a particular cause.

Grading the index:
What’s in, what’s out

Mona Naqvi, Senior Director, ESG Indices, S&P Dow Jones Indices, explains how the index grades companies for inclusion in the S&P 500 ESG Index.

Duration: 1:58

Learning Centre

Dispelling the myths around ESG

MYTH:
ESG investing means sacrificing returns
Reality: Applying an ESG filter to a benchmark index can result in similar returns. The S&P 500 ESG Index (CAD) has a 0.998 correlation to the standard S&P 500 Index (CAD), based on hypothetical data for the S&P 500 ESG ETF Index (CAD) prior to Oct. 21, 2019.*
MYTH:
ESG is a passing fad and too much of a niche strategy
Reality: Due to their strong correlation, the S&P 500 ESG Index can serve as an alternative to the S&P 500 Index in a portfolio model.
MYTH:
ESG investing is too restrictive
Reality: While some ESG strategies follow the divestment route, the S&P 500 ESG Index is built around limited exclusions and corporate engagement, by selecting companies with higher ESG scores within each sector of the S&P 500.
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