JPM US REI SRI PA UCITS ETF GBPH DIST

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 40

Trading Currency: GBX

Pays Income: False

Listing Date: 19 Feb 2026

Ticker: JSUG

ISIN: IE000EY5U730

This financial instrument offers investors a targeted way to access the US Real Estate Investment Trust (REIT) market, but with a distinct focus on sustainability and responsible investing principles. The core objective is to mirror the performance of a benchmark comprising publicly-listed US equity REITs that successfully pass stringent socially responsible investment (SRI) screens. This allows for participation in the potential income generation and capital appreciation from a diverse portfolio of real estate assets—spanning commercial, residential, and industrial properties—while adhering to a values-based investment framework that avoids companies involved in certain controversial sectors.

The strategy's commitment to sustainability is twofold. Firstly, it employs an SRI methodology that filters out companies based on their involvement in activities such as the production of controversial weapons and tobacco. Secondly, the underlying index is constructed as a Paris-Aligned Benchmark (PAB), meaning it is designed to align with the goals of the Paris Agreement on climate change. This involves selecting constituents that contribute to a significant reduction in the portfolio's overall carbon emissions intensity compared to a broader market equivalent, placing the investment on a clear decarbonisation path. For investors seeking to build portfolios that reflect strong environmental and social convictions without forgoing exposure to the important US real estate sector, this product presents a compelling and purpose-driven solution. This specific share class also incorporates a currency hedge to mitigate volatility arising from exchange rate fluctuations between the underlying assets and the investor's home currency.