JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (Dist)

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 21 Feb 2022

Ticker: JREX

ISIN: IE000P334X90

This actively managed fund seeks to deliver returns that outperform the broader Asian equity market, specifically targeting companies across Asia while excluding Japan. The core of its strategy is a meticulous, research-driven, bottom-up security selection process. This fundamental analysis allows the portfolio managers to identify companies that they believe are attractively valued and possess strong long-term growth potential. By actively selecting securities rather than simply tracking an index, the fund aims to capitalize on market inefficiencies and identify promising opportunities that might be overlooked by passive strategies, constructing a portfolio of its highest-conviction ideas from the region.

A key distinguishing feature of this investment approach is its deep integration of environmental, social, and governance (ESG) factors. The strategy systematically incorporates sustainability criteria alongside traditional financial metrics, aiming to build a portfolio of high-quality, responsible companies. This process involves excluding companies involved in controversial sectors while overweighting those that demonstrate strong ESG practices relative to their peers. This dual focus seeks not only to mitigate risks associated with sustainability issues but also to enhance long-term, risk-adjusted returns by investing in resilient and forward-looking businesses. The resulting portfolio offers targeted exposure to the dynamic growth of the Asia ex-Japan region through a sustainability-focused lens.