JPM GL EM MKTS RESEARCH ENHANCED IDX EQ UCITS ETF

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 13 Dec 2018

Ticker: JREM

ISIN: IE00BF4G6Z54

This actively managed fund offers targeted exposure to the real estate sector within emerging markets, aiming to harness the dual growth drivers of developing economies and property market appreciation. The strategy focuses on investing in a portfolio of real estate investment trusts (REITs) and companies principally engaged in the real estate industry. This provides a liquid and diversified vehicle to access an otherwise illiquid asset class, capturing opportunities from trends such as urbanization, rising consumer wealth, and infrastructure expansion across various high-growth countries.

The active management approach is a key feature, particularly valuable in the less efficient and more volatile emerging market landscape. Portfolio managers can leverage deep research to select securities they believe offer the best risk-adjusted returns, moving beyond the constraints of a passive index. This flexibility allows for dynamic allocation across different countries and property sub-sectors, aiming to capitalize on specific market opportunities while navigating regional risks. The fund’s global emerging market scope offers significant diversification benefits compared to a single-country investment.

This instrument is well-suited for investors with a long-term perspective and a higher risk appetite, seeking to add a specialized growth component to their portfolios. It offers a way to participate in the long-term structural growth story of emerging markets through the tangible asset class of real estate. As an accumulating share class, any income generated from the underlying holdings is automatically reinvested, which can enhance the potential for capital growth through the power of compounding over time.