New on Xetra: Active ETFs from J.P. Morgan's Research Enhanced Index series cover all regions worldwide and Europe and offer access to the EUR high-yield bond market
New on Xetra: Active ETFs from J.P. Morgan's Research Enhanced Index series cover all regions worldwide and Europe and offer access to the EUR high-yield bond market
Since Wednesday, eight new actively managed exchange traded funds issued by J.P. Morgan Asset Management are tradable via Xetra and Börse Frankfurt.
J.P. Morgan AM is expanding its Research Enhanced Index Equity product range to include further regions. The actively managed ETFs combine a fundamental research approach with index management within a robust ESG framework to generate positive excess returns for investors. The REI approach utilises numerous small overweight and underweight positions in equities relative to the benchmark index, providing the opportunity to outperform the index.
The JPM All Country Research Enhanced Index Equity Active UCITS ETF invests in a portfolio of large and mid-capitalisation companies in developed and emerging markets worldwide. The fund aims to provide a long-term return above that of the MSCI ACWI Index.
The JPM Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF invests primarily in a portfolio of European companies that are aligned with the goals of the Paris Climate Agreement. The MSCI Europe SRI EU PAB Overlay ESG Custom Index serves as the benchmark index.
The JPM EUR High Yield Bond Active UCITS ETF is aimed at investors interested in the bond market for high yield corporate bonds. The actively managed fund aims to deliver a return above the ICE BofA Euro Developed Markets High Yield Constrained Index over the long term. To this end, it invests mainly in a portfolio of euro-denominated corporate bonds with a sub-investment grade rating. In addition, the bonds are issued by issuers that are domiciled in a European country or carry out the majority of their business activities there.
The four new ETFs are available in an accumulating and distributing share class. The JPM All Country Research Enhanced Index Equity Active UCITS ETF can also be invested in the base currency euro or alternatively as a currency-hedged share class.
Name | Asset class | ISIN | Ongoing charges | Distribution policy |
JPM All Country Research Enhanced Index Equity Active UCITS ETF - USD (acc) | Active Equity ETF | 0.25 per cent | accumulating | |
JPM All Country Research Enhanced Index Equity Active UCITS ETF - USD (dist) | Active Equity ETF | 0.25 per cent | distributing | |
JPM All Country Research Enhanced Index Equity Active UCITS ETF - EUR (acc) | Active Equity ETF | 0.25 per cent | accumulating | |
JPM All Country Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc) | Active Equity ETF | 0.25 per cent | accumulating | |
JPM Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF - EUR (acc) | Active Equity ETF | 0.25 per cent | accumulating | |
JPM Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF - EUR (dist) | Active Equity ETF | 0.25 per cent | distributing | |
JPM EUR High Yield Bond Active UCITS ETF - EUR (acc) | Active Fixed Income ETF | 0.45 per cent | accumulating | |
JPM EUR High Yield Bond Active UCITS ETF - EUR (dist) | Active Fixed Income ETF | 0.45 per cent | distributing |
The product offering in Deutsche Börse's XTF segment currently comprises a total of 2,326 ETFs. With this selection and an average monthly trading volume of around €16 billion, Xetra is the leading trading venue for ETFs in Europe.