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Invesco Global Listed Private Equity ETF PSP

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PSP

Will PSP outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Invesco Global Listed Private Equity ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSP

More PSP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3i Group Ord

5.66 13.2 Mil
Financial Services

Eurazeo SE

4.76 11.1 Mil
Financial Services

TPG Inc Ordinary Shares - Class A

4.68 10.9 Mil
Financial Services

KKR & Co Inc Ordinary Shares

4.65 10.9 Mil
Financial Services

Blackstone Inc

4.64 10.8 Mil
Financial Services

Sofina SA

4.62 10.8 Mil
Financial Services

The Carlyle Group Inc

4.57 10.7 Mil
Financial Services

Partners Group Holding AG

4.41 10.3 Mil
Financial Services

EQT AB Ordinary Shares

4.31 10.1 Mil
Financial Services

Onex Corporation Shs Subord.Voting

4.15 9.7 Mil
Financial Services