JPMorgan Active US Growth UCITS ETF (Acc)

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 49bps

Trading Currency: USD

Pays Income: False

Listing Date: 25 Jan 2024

Ticker: JGRO

ISIN: IE0005CH3U28

This investment vehicle is designed to provide long-term capital appreciation by actively investing in a curated portfolio of US companies. It aims to identify and hold high-quality businesses with the potential for sustainable, long-term growth. The strategy is built on a foundation of rigorous, bottom-up fundamental analysis, leveraging an extensive team of career research analysts. By focusing on individual company merits rather than broad market trends, the fund seeks to construct a portfolio of promising enterprises that operate within the world's largest and most innovative economy.

The management team employs a disciplined and patient investment process to build a high-conviction, concentrated portfolio. The selection criteria are stringent, focusing on companies that exhibit strong management teams, durable competitive advantages, high returns on invested capital, and robust free cash flow generation. The goal is to invest in these businesses at attractive valuations relative to their long-term growth prospects. This active approach allows the portfolio managers the flexibility to capitalize on opportunities across various sectors and market capitalizations, with the ultimate objective of outperforming its designated growth-oriented benchmark over a full market cycle.

This fund may be suitable for investors looking for a core holding in US equities who believe in the value of active management and expert stock selection. It offers a way to gain exposure to the growth potential of the US market while seeking to generate alpha through a research-intensive, fundamental investment approach. It is intended for those with a long-term investment horizon who are comfortable with the risks associated with equity investing.