Overview
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Description
JPM US Value Equity Active UCITS ETF - EUR Hedged (acc) is an actively managed exchange-traded fund that invests primarily in large- and mid-cap value stocks listed in the United States. The fund’s strategy is designed to generate a long-term return exceeding the Russell 1000 Value Index, using a bottom-up, research-driven approach that incorporates environmental, social, and governance (ESG) criteria in stock selection. By employing a physical replication method, the ETF directly holds a diversified portfolio of approximately 150 U.S. value stocks across key sectors such as financials, health care, industrials, and technology. The ETF hedges its currency exposure to the euro, aiming to minimize volatility for euro-based investors resulting from US dollar fluctuations. All income generated is accumulated and reinvested within the fund rather than distributed, which can enhance long-term compounding. Launched in January 2024 and domiciled in Ireland, the fund adheres to UCITS regulatory standards and is managed by J.P. Morgan Asset Management, serving investors seeking diversified and ESG-aware access to U.S. value equities in euros.
About
Address
—
Phone
+352 34 101
Website
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Instrument type
ETF
Country
Germany
MIC code
XHAM