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.
Invesco Global Listed Private Equity ETF PSP
Morningstar’s Analysis PSP
Will PSP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |