New active ETFs from J.P. Morgan on Xetra: climate-conscious active investment strategy with access to companies from the USA and worldwide
New active ETFs from J.P. Morgan on Xetra: climate-conscious active investment strategy with access to companies from the USA and worldwide
Since Thursday, seven new active exchange-traded funds issued by J.P. Morgan Asset Management have been tradable on Xetra and via Börse Frankfurt. 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 the opportunity to invest in an active and sustainable investment strategy targeting companies from around the world. The fund considers large and mid-cap companies from developed and emerging markets in line with the MSCI World Index.
An accumulation share class is available in the base currency euro and US dollar, as well as a currency-hedged variant against the euro. In addition, a distributing share class is offered in the base currency of the 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-cap companies that are domiciled in the United States or conduct the majority of their business there. The accumulating share class is also available with currency hedging against 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 | Ongoing charges | Distribution policy |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR (acc) | Active ETF | 0.25 per cent | accumulating | |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR Hedged (acc) | Active ETF | 0.25 per cent | accumulating | |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (acc) | Active ETF | 0.25 per cent | accumulating | |
JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (dist) | Active ETF | 0.25 per cent | distributing | |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - EUR Hedged (acc) | Active ETF | 0.20 per cent | accumulating | |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (acc) | Active ETF | 0.20 per cent | accumulating | |
JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF - USD (dist) | Active ETF | 0.20 per cent | 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.