Invesco Global Listed Private Equity ETF PSP

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PSP

Will PSP outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Global Listed Private Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings PSP

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3i Group Ord

5.10 11M
Financial Services

HAL Trust

4.62 10M
Financial Services

EQT AB Ordinary Shares

4.50 10M
Financial Services

Partners Group Holding AG

4.48 10M
Financial Services

KKR & Co Inc Ordinary Shares

4.44 9M
Financial Services

Sofina SA

4.41 9M
Financial Services

TPG Inc Ordinary Shares - Class A

4.39 9M
Financial Services

Blackstone Inc

4.31 9M
Financial Services

CVC Capital Partners PLC

4.11 9M
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

3.84 8M
Financial Services

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