JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR (acc) header image

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.

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Source

https://am.jpmorgan.com/de/de/asset-management/per/products/jpm-us-research-enhanced-index-equity-sri-paris-aligned-ucits-etf-usd-dist-ie0002umvxq1

Tags:
sustainable investments us companies msci usa sri

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OTHER SHARE CLASSES OF THIS FUND

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
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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
starstarstarstarstar

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
starstarstarstarstar

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
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Annual Return

-50%0%+50%

Risk level

110
0.84%CHF 28.10