JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (acc)
ETF
ISIN IE00004PGEY9 / Valor 11664338
NAV (2024-12-30)
EUR 32.52-0.52%
JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (acc)
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General Objective
The fund aims to achieve a long-term return in excess of the MSCI EMU Index by actively investing primarily in a portfolio of Eurozone companies.
Fund Exposure
The fund uses a fundamental, bottom-up stock selection process and applies an enhanced index approach that builds a portfolio in reference to the benchmark by overweighting securities with the highest potential to outperform. It also implements values and norms based screening and minimum investment thresholds on companies with positive ESG characteristics.
Risks
Investors should be aware that the value of their investment may fall as well as rise, and they may get back less than they originally invested. The fund may be affected by exchange control regulations or fluctuations in currency rates, and the portfolio may be more concentrated geographically, leading to greater volatility. Additionally, investing in smaller companies may carry greater financial risk, and the exclusion of companies that do not meet certain ESG criteria may impact performance compared to similar funds.