J.P. Morgan offers exposure to a portfolio that is selected based on climate criteria, among other factors.
17 August 2023. FRANKFURT (Börse Frankfurt). Seven new Active Exchange Traded Funds from J.P. Morgan Asset Management have been tradable on Xetra and via the Frankfurt Stock Exchange trading venue since Thursday. J.P. Morgan is thus further expanding its Research Enhanced Index series, taking into account the Paris Climate Agreement.
The JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF portfolio offers investors the opportunity to invest in an active and sustainable investment strategy with a focus on companies from around the world. The fund includes large and mid-cap companies from developed and emerging markets in line with the MSCI World Index.
There is an accumulating share class in the base currency euro and U.S. dollar as well as a currency hedged variant against the euro. In addition, a distributing share class is available in the base currency US dollar.
The JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD in the accumulating and distributing share class focuses on a portfolio of large market capitalization companies domiciled in the United States or conducting the predominant part of their business activities there. The accumulating share class is also available with currency hedging to the euro.
The portfolio managers of the actively managed ETFs aim to outperform the respective benchmark index by overweighting attractive stocks and underweighting less promising ones.
Name | Asset class | ISIN | Current costs | Appropriation of earnings |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – EUR (acc) | Active-ETF | IE0003JSNHV9 | 0.25 percent | accumulating |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – EUR Hedged (acc) | Active-ETF | IE000UZIKD07 | 0.25 percent | accumulating |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – USD (acc) | Active-ETF | IE000BXC49I6 | 0.25 percent | accumulating |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – USD (dist) | Active-ETF | IE000FYTRRJ6 | 0.25 percent | accumulating |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – EUR Hedged (acc) | Active-ETF | IE0006HMLPV6 | 0.20 percent | accumulating |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – USD (acc) | Active-ETF | IE00069JGT58 | 0.20 percent | accumulating |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF – USD (dist) | Active-ETF | IE0002UMVXQ1 | 0.20 percent | distributing |
The product offering in Deutsche Börse's XTF segment currently comprises a total of 2,075 ETFs.With this selection and an average monthly trading volume of around €16 billion, Xetra is the leading trading venue for ETFs in Europe.
17 August 2023, © Deutsche Börse AG
Anna-Maria Borse is a finance and economics editor specializing in financial markets/stock markets and economic topics.
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