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PSPInvesco Global Listed Private Equity ETF

Grow my money#1645 of 2944 for Grow my money

Seeks to track the investment results of the Red Rocks Global Listed Private Equity Index.

Invesco · Since 2006 (19 years)

Annual Cost

1.80%

#5272 out of 5,332 ETFs

Fund Size

$225M

#2030 out of 5,332 ETFs

Dividend Yield

6.85%

Track Record

19 years

#379 out of 5,332 ETFs

Performance

1 Year

+1.7%

3 Years

+13.6%

5 Years

+0.9%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Focus
Private Equity

Asset allocation

Stocks
86.8%
Other
12.0%
Preferred
1.0%
Bonds
0.1%
Cash
0.0%

Sector breakdown

Financial Services
90.8%
Consumer Defensive
5.5%
Industrials
3.0%
Healthcare
0.6%
Basic Materials
0.1%
Technology
0.1%

Top holdings

Blackstone IncBX5.1%
Partners Group Holding AGPGHN.SW5.0%
KKR & Co Inc Ordinary SharesKKR5.0%
EQT AB Ordinary SharesEQT.ST4.9%
TPG Inc Ordinary Shares - Class ATPG4.6%
HAL TrustHAL.AS4.5%
CVC Capital Partners PLCCVC.AS4.2%
3i Group OrdIII.L4.2%
Blue Owl Capital Inc Ordinary Shares - Class AOWL4.1%
Sofina SASOF.BR3.8%

Risk profile

Volatility (1Y)

19.4%

Moderate

Max drawdown

-47.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.55

Decent risk-adjusted returns

Sortino (3Y)

0.78

Moderate downside risk

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Data updated on 2026-05-05