JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (acc) header image

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)
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/ch/de/asset-management/per/products/jpm-eurozone-research-enhanced-index-equity-esg-ucits-etf-eur-acc-ie00004pgey9

Tags:
esg msci emu index eurozone

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (dis)
JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (dis) JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (dis) Valor: 11664450
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.52%EUR 30.02
JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - CHF Hedged (acc)
JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - CHF Hedged (acc) JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - CHF Hedged (acc) Valor: 12471727
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.55%CHF 24.56