JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF - EUR Hedged (acc) header image

JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF - EUR Hedged (acc)

ETF

ISIN IE0000J0F3C5 / Valor 11417227

NAV (2024-11-01)
EUR 92.22-0.49%

JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF - EUR Hedged (acc)
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General Objective

The fund aims to achieve a long-term return in excess of the Bloomberg US Corporate Bond Index by actively investing primarily in a portfolio of investment-grade US Dollar-denominated corporate debt securities.

Fund Exposure

The fund uses a research-driven investment process to analyze fundamental, technical, and valuation factors across countries, sectors, and issuers. It follows an enhanced index approach, overweighting securities with the highest potential to outperform and underweighting securities based on fundamental or relative value analysis. Additionally, the fund applies values and norms-based screening and implements 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 not get back the full amount they invested. The value of debt securities within the fund may change significantly depending on economic and interest rate conditions, as well as the creditworthiness of the issuer. Issuers of debt securities may fail to meet payment obligations or the credit rating of debt securities may be downgraded. These risks are typically increased for below investment-grade debt securities, which may also be subject to higher volatility and lower liquidity than investment-grade debt securities.

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Source

https://am.jpmorgan.com/at/de/asset-management/per/products/jpm-usd-corporate-bond-research-enhanced-index-ucits-etf-usd-acc-ie00bf59rv63

Tags:
esg corporate bonds bloomberg us corporate bond index

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Annual Return

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Risk level

110
-0.49%GBP 80.42
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