JPM US Research Enhanced Index Equity (ESG) UCITS ETF - USD (dist) header image

JPM US Research Enhanced Index Equity (ESG) UCITS ETF - USD (dist)

ETF

ISIN IE00BJ06C044 / Valor 51468423

NAV (2024-12-31)
USD 55.05-0.41%

JPM US Research Enhanced Index Equity (ESG) UCITS ETF - USD (dist)
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General Objective

The fund aims to achieve a long-term return in excess of the Standard & Poor's (S&P) 500 Index by actively investing primarily in a portfolio of US companies.

Fund Exposure

The fund utilizes a fundamental, bottom-up stock selection process and an enhanced index approach to build a diversified portfolio of US companies. It focuses on overweighting securities with the highest potential to outperform and underweighting overvalued securities, while also implementing minimum investment thresholds on companies with positive ESG characteristics.

Risks

Investors should be aware that the value of their investment may fluctuate, and they may not get back the full amount originally invested. Additionally, the fund's exclusion of companies that do not meet certain ESG criteria may cause it to perform differently compared to similar funds that do not have such a policy. There is also a risk that the fund may underperform its benchmark.

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Source

https://am.jpmorgan.com/ch/de/asset-management/adv/products/jpm-us-research-enhanced-index-equity-esg-ucits-etf-usd-acc-ie00bf4g7076

Tags:
esg us equities s&p 500

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Annual Return

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JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity UCITS ETF - CHF Hedged (acc)
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Risk level

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-0.43%CHF 52.78
JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity UCITS ETF - EUR (acc)
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Annual Return

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