JPMorgan UK Equity Core UCITS ETF GBP (Dist)

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 25bps

Trading Currency: GBX

Pays Income: False

Listing Date: 21 Jun 2022

Ticker: JUKE

ISIN: IE000TZT3JJ0

This actively managed fund offers investors core exposure to the UK equity market, with the primary objective of long-term capital growth. The investment process is rooted in a proprietary, research-intensive approach that combines quantitative analysis with fundamental, bottom-up stock selection. The strategy systematically evaluates a broad universe of UK-listed companies based on multiple factors, including value, quality, and momentum. By doing so, the portfolio managers aim to identify securities with the potential for superior risk-adjusted returns and construct a diversified portfolio that represents a cross-section of the UK market, while seeking to add value through active management.

The resulting portfolio is built with a focus on individual company merits rather than top-down macroeconomic predictions, leading to a high-conviction yet well-diversified holding of UK stocks across various sectors. This product is designed to be a potential core holding within an investor's UK equity allocation. The active management component provides the opportunity for outperformance relative to traditional market-cap-weighted passive strategies, particularly by identifying attractively priced companies or avoiding those with deteriorating fundamentals. The fund leverages an extensive research platform to deliver a consistent performance profile within a transparent and liquid exchange-traded structure.

Investors should note that as an investment focused on the equities of a single country, the fund is subject to the market fluctuations and specific economic and political risks associated with the United Kingdom. It is therefore best suited for investors with a long-term investment horizon who can tolerate the inherent volatility associated with stock market investing.