JPMorgan UK Equity Core UCITS ETF GBP (Acc)

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 25bps

Trading Currency: GBX

Pays Income: False

Listing Date: 21 Jun 2022

Ticker: JUKC

ISIN: IE0009YQE5W1

This investment vehicle offers a core allocation to the UK equity market through an actively managed portfolio. It is designed for investors seeking long-term capital growth by leveraging a sophisticated, research-driven approach. The strategy combines quantitative analysis, including data science and machine learning techniques, with the qualitative insights and fundamental analysis of an experienced team of portfolio managers. This dual approach aims to identify and invest in a diversified basket of UK-domiciled companies that exhibit attractive characteristics across three primary factors: value, quality, and momentum. The goal is to construct a portfolio that can systematically outperform the broader UK market over the long run.

By focusing on these key drivers of return, the fund seeks to provide a more refined exposure than a simple market-cap-weighted index. It represents a compelling option for those looking to build the foundation of their UK equity holdings, offering the potential for alpha generation without taking on excessive thematic or sector-specific risk. The structure provides this active management within a transparent and liquid framework, making it a suitable building block for a variety of investment portfolios. Its competitive fee structure further enhances its appeal as an alternative to traditional passive strategies, offering the benefits of active security selection at a low cost.