Invesco S&P SmallCap Energy ETF (GEQ5)

Overview

The company is focused on providing investment opportunities within the U.S. energy sector, specifically targeting small-cap companies. The investment strategy primarily involves allocating at least 90% of its assets to securities included in a specific index. This index is managed and calculated by S&P Dow Jones Indices, LLC, aiming to encapsulate the performance of small-capitalization companies in the energy sector, as classified by the Global Industry Classification Standard (GICS®). It is important to note that the fund operates with a non-diversified investment approach, concentrating its assets in a narrow sector of the market.

Products and Services

The company specializes in investment products that are closely aligned with the performance of the small-cap U.S. energy sector. The products and services offered include:

• Index-Based Investment Fund - This fund is designed for investors looking to gain exposure to the small-cap segment of the US energy sector. By investing at least 90% of its assets in the securities that make up the underlying index, the fund aims to mirror the performance of these securities as precisely as possible. The underlying index is a carefully selected combination of small-capitalization U.S. energy companies, as defined by GICS®.
• Non-Diversified Investment Approach - Unlike diversified funds, this product focuses on a specific segment of the market, offering investors a concentrated exposure to small-cap companies in the energy sector. This approach can potentially offer higher returns but also comes with a higher level of risk compared to diversified investments due to the fund's sensitivity to sector-specific developments.