JPM EUR REI EQ SRI PAB UCITS ETF ACC

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 30bps

Trading Currency: EUR

Pays Income: False

Listing Date: 17 Dec 2024

Ticker: JSEE

ISIN: IE0003UN5CT1

This fund offers investors targeted exposure to the Eurozone real estate market by investing in a diversified portfolio of publicly-listed real estate companies and Real Estate Investment Trusts (REITs). The strategy aims to capture the performance of the property sector across developed European countries that use the single currency. By holding shares in companies that own and operate income-producing properties—such as office buildings, shopping centers, and apartment complexes—the portfolio provides a liquid alternative to direct property ownership. As an accumulating share class, any dividends or income generated by the underlying assets are automatically reinvested back into the fund, which helps to compound returns over time.

Beyond its sector focus, the fund is distinguished by its deep integration of sustainability principles. It employs a Socially Responsible Investing (SRI) methodology, which involves screening out companies engaged in business activities that conflict with specific ESG values. Furthermore, the portfolio is constructed to qualify as a Paris-Aligned Benchmark (PAB), meaning it is aligned with the goals of the Paris Agreement on climate change. This commitment is reflected in a significantly lower carbon footprint compared to a standard benchmark and a clear trajectory for further decarbonization. This dual focus makes the fund a compelling option for investors seeking to align their real estate allocation with robust environmental and social objectives.