The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Invesco Global Listed Private Equity ETF PSP
Morningstar’s Analysis PSP
Will PSP outperform in 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 47.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
KKR & Co Inc Ordinary Shares | 5.42 | 13.4 Mil | Financial Services |
Blackstone Inc | 5.42 | 13.4 Mil | Financial Services |
TPG Inc Ordinary Shares - Class A | 5.04 | 12.4 Mil | Financial Services |
3i Group Ord | 4.96 | 12.3 Mil | Financial Services |
The Carlyle Group Inc | 4.91 | 12.1 Mil | Financial Services |
Partners Group Holding AG | 4.68 | 11.6 Mil | Financial Services |
EQT AB Ordinary Shares | 4.66 | 11.5 Mil | Financial Services |
Sofina SA | 4.29 | 10.6 Mil | Financial Services |
HAL Trust | 3.97 | 9.8 Mil | Financial Services |
Eurazeo SE | 3.93 | 9.7 Mil | Financial Services |