JPMorgan ETFs (Ireland) ICAV - Europe Research Enhanced Index Equity (ESG) UCITS ETF

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 25bps

Trading Currency: EUR

Pays Income: False

Listing Date: 16 Oct 2018

Ticker: JREE

ISIN: IE00BF4G7183

This investment vehicle offers a strategic approach to European equity markets, functioning as an actively managed portfolio that aims to deliver returns superior to the MSCI Europe Index. The core of its strategy lies in a proprietary, research-driven stock selection process that identifies companies perceived to be undervalued. While pursuing this outperformance, the fund is carefully managed to maintain a risk profile, such as sector and country exposures, that is broadly similar to its benchmark. A key feature of this strategy is the integration of Environmental, Social, and Governance (ESG) criteria, which involves excluding companies involved in controversial sectors and tilting the portfolio towards those with stronger sustainability characteristics.

The fund provides broad diversification across developed European markets, with significant allocations to companies in the United Kingdom, France, Switzerland, and Germany. The portfolio is well-distributed across various economic sectors, typically featuring substantial weightings in Financials, Health Care, Industrials, and Consumer Staples, reflecting the composition of the broader European economy. This diversified construction helps to mitigate concentration risk while capturing growth opportunities across the continent. By holding a large number of individual stocks, the fund offers a comprehensive and representative investment in the European large-cap equity space.

Designed for investors seeking a core holding for their European equity allocation, this fund provides a compelling alternative to purely passive index trackers. It is particularly suitable for those who believe in the potential for active management to add value through disciplined security analysis and selection. The inclusion of ESG factors will appeal to investors who wish to align their financial goals with sustainability principles. As an accumulating share class, all dividends are automatically reinvested back into the fund, which is highly efficient for long-term investors prioritizing capital appreciation and the benefits of compounding.