JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR (acc)
ETF
ISIN IE000I5MBLC4 / Valor 12896882
NAV (2024-11-07)
EUR 30.86+0.21%
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR (acc)
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General Objective
The objective of the fund is to achieve a long-term return in excess of the MSCI USA SRI EU PAB Overlay ESG Custom Index by actively investing primarily in a portfolio of US companies while aligning with the objectives of the Paris Agreement.
Fund Exposure
The fund primarily invests in equity securities of US companies, with a limited extent of investment in Canadian companies. It aims to outperform the Benchmark, which consists of large capitalization stocks of US companies selected from the MSCI USA Index, while meeting the requirements for EU Paris-aligned Benchmarks and providing lower carbon emission exposure.
Risks
The fund may be subject to risks associated with sustainable investments, including potential underperformance compared to traditional investments, as well as risks related to the specific sectors and geographies in which it invests. Additionally, the fund may be exposed to risks associated with the use of financial derivative instruments for efficient portfolio management purposes.
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (dist)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (dist)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (dist)
Valor: 12472024
Annual Return
-50%0%+50%
Risk level
110
0.90%USD 33.64
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (acc)
Valor: 12856957
Annual Return
-50%0%+50%
Risk level
110
0.90%USD 33.78
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR Hedged (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR Hedged (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR Hedged (acc)
Valor: 12471837
Annual Return
-50%0%+50%
Risk level
110
0.86%EUR 30.06
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - CHF Hedged (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - CHF Hedged (acc)
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - CHF Hedged (acc)
Valor: 12474446