Overview
Description
JPM US Research Enhanced Index Equity UCITS ETF USD (Acc) is an actively managed exchange-traded fund focused on U.S. equities. It employs JPMorgan's Research Enhanced Index strategy to target long-term returns exceeding the S&P 500 Total Return Net benchmark, leveraging over three decades of proprietary stock research for consistent positive excess returns at low active risk. The fund physically replicates its portfolio, primarily investing in U.S. companies while integrating a rigorous ESG framework that excludes firms with poor environmental, social, and governance practices, aligning with sustainability standards. Key features include a low total expense ratio of 0.20% p.a., USD denomination with unhedged currency risk, and an accumulating structure where dividends are reinvested to compound growth. With substantial assets under management and a track record since 2019, it emphasizes sectors like technology, healthcare, and consumer discretionary, offering investors a core equity solution that blends active insights with index-like exposure in the U.S. market.
About
Address
Honthorststraat 19
11 Bermudiana Road
Amsterdam, 1071 DC, MI
Netherlands
11 Bermudiana Road
Amsterdam, 1071 DC, MI
Netherlands
Phone
+352 34 101
Website
Instrument type
ETF
Country
United Kingdom
MIC code
BCXE