Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ)
The objective of the Fund is to provide investors with investment results which, before expenses, generally correspond to the price and yield performance of the Index. The Fund may invest up to 20% of its Net Asset Value in shares issued by the same body, and up to 35% in exceptional market conditions.
The Invesco EQQQ NASDAQ-100 UCITS ETF has consistently delivered strong performance, outpacing sector averages across multiple timeframes. The fund has delivered returns of 24.65% over the past year and 33.29% over three years, both above the sector averages of 19.99% and 23.64%, respectively.
Its 5-year performance was even more impressive with a return of 144.94% compared to the sector average of 74.75%. Most notably, it has provided a remarkable 536.35% return over ten years, ranking 1st out of 120 funds in its sector.
Classified within the IA North America sector, currently, it manages £8.33 billion in assets. The index includes 100 of the largest non-financial companies on the NASDAQ stock market.
As a passive investment vehicle, the ETF closely tracks the index, benefiting from low tracking errors and minimal management costs, which enhances overall returns for investors. Its focus on top-quality, growth-focused companies keep the fund well-positioned to gain from ongoing innovation in the technology sector. These features make it a strong choice for investors looking for long-term growth in large-cap US stocks.
| FUND FACTS | |
|---|---|
| Fund Name | Invesco EQQQ NASDAQ-100 UCITS ETF |
| Fund Manager(s) | Group Management |
| Launch Date | 2 December 2002 |
| Total Net Assets | US$13,104.39m |
| Product Type | Exchange Traded Fund |
| Available as an ISA | Yes |
| Distribution Frequency | Quarterly |
| XD Dates | Dec, Sept, June |
| Pricing Frequency | Daily |
| Yield | 0.30% |
| Share Class | |
| Fund Charges | |
| Initial charge: | 0.% Dealing Fee 0.50% Stamp Duty |
| Fund Ongoing Charge: | 0.30% |
| Total Service Fee p.a. | 0.53% |
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