JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 25bps

Trading Currency: GBX

Pays Income: False

Listing Date: 16 Dec 2021

Ticker: JGEP

ISIN: IE000D9DX847

This actively managed fund offers a sophisticated approach to global equity investing, aiming to deliver long-term returns exceeding its benchmark, the MSCI World Index. The strategy is centered on a 'Research Enhanced Index' (REI) methodology, which systematically leverages the extensive fundamental research of J.P. Morgan's global analyst team. It seeks to identify undervalued companies with strong prospects, thereby capturing potential alpha sources while maintaining a risk profile broadly similar to the passive market. The core of the strategy lies in its disciplined, data-driven process that translates analyst insights into a diversified portfolio.

A key feature of this investment is its deep integration of environmental, social, and governance (ESG) principles. The fund specifically invests in companies demonstrating positive environmental and social characteristics and actively works to optimize its carbon footprint, aiming for a lower carbon intensity than its benchmark. This dual focus allows investors to access a core global equity portfolio that not only pursues financial outperformance but also aligns with sustainability objectives. It is designed for those seeking to enhance their returns beyond what a traditional index tracker might offer, while also contributing to responsible investment themes.

The resulting portfolio provides broad exposure to companies across developed markets worldwide. As an actively managed product, it possesses the flexibility to adjust its holdings based on ongoing research and market conditions, differentiating it from passive index funds. This particular share class is also currency-hedged, a crucial feature for investors looking to minimize the impact of foreign exchange rate volatility on their returns. This can help create a more stable investment experience by neutralizing fluctuations between the base currency of the fund's assets and the investor's own currency.