JPM Global CTB EQ UCITS ETF USD Dis
| Issuer: JPMorgan ETF |
| Asset Class: Equity |
| TER: 18bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 17 Sep 2025 |
| Ticker: JPCD |
| ISIN: IE000L91HR40 |
This investment vehicle is designed to provide long-term capital growth by offering exposure to a global portfolio of companies while adhering to the stringent criteria of the EU Climate Transition Benchmark (CTB). The strategy aims to significantly reduce the portfolio's carbon footprint compared to a traditional broad market index. It employs a physical replication methodology, directly holding the underlying securities. The investment process systematically identifies and invests in companies that demonstrate lower carbon intensity and are actively contributing to or facilitating the transition towards a low-carbon economy, aligning the portfolio with the goals of the Paris Agreement.
The fund provides a diversified basket of equities from both developed and emerging markets, ensuring broad global coverage. Its construction methodology involves a multi-faceted approach that goes beyond simple exclusion. It actively tilts portfolio weights towards companies with lower greenhouse gas (GHG) emissions, higher green revenues, and credible decarbonisation targets. Conversely, it reduces exposure to companies with high carbon footprints, significant involvement in fossil fuels, or those lacking a clear transition strategy. This results in a portfolio that is not only less carbon-intensive but also potentially better positioned to navigate the risks and opportunities presented by climate change.
This product is well-suited for investors seeking a core global equity holding that integrates robust environmental, social, and governance (ESG) principles, specifically focusing on climate action. It is appropriate for those who wish to build a sustainable portfolio without sacrificing the potential for competitive, long-term market returns. By allocating capital to companies leading the charge in decarbonisation, investors can gain exposure to enduring structural growth themes while helping to finance the global transition to a more sustainable economic model. It can serve as a foundational element for individuals and institutions looking to make a measurable positive environmental impact with their investments.
