JPMorgan Active US Equity UCITS ETF (Acc)
| Issuer: JPMorgan ETF |
| Asset Class: Equity |
| TER: 39bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 25 Jan 2024 |
| Ticker: JUES |
| ISIN: IE000RSCXLM4 |
This actively managed fund offers core exposure to the United States equity market, seeking to provide long-term capital growth. By employing a team of experienced portfolio managers, the strategy aims to construct a high-conviction portfolio of US companies. Unlike passive funds that simply replicate an index, this vehicle leverages deep, fundamental research to identify and invest in businesses the managers believe offer superior growth potential and attractive valuations. The strategy is not constrained by a benchmark, allowing the investment team the flexibility to pursue compelling opportunities across various sectors and industries within the US, with a focus on large and mid-capitalization stocks.
The investment process is driven by a bottom-up stock selection methodology. This involves rigorous analysis of individual companies, focusing on their financial strength, quality of management, competitive positioning, and long-term earnings power. The managers seek to build a portfolio of durable, high-quality companies that are poised to compound value over time. Furthermore, the fund integrates environmental and social characteristics into its investment approach, aligning with the preferences of investors who wish to incorporate sustainability factors into their portfolios without sacrificing the pursuit of competitive financial returns.
This product is designed for investors seeking to outperform the broader US equity market over a full market cycle and who are comfortable with the inherent risks of an active management strategy. It is particularly suitable for those with a long-term investment horizon who believe that skilled stock-picking can add significant value. As an accumulating share class, any income generated by the underlying holdings is automatically reinvested back into the fund, fostering the potential for enhanced capital growth.
