Overview
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Description
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) is an actively managed exchange-traded fund focused on providing exposure to publicly traded companies within the eurozone. The ETF’s investment strategy leverages proprietary research from J.P. Morgan to select and weight holdings with the aim of outperforming the MSCI EMU (Eurozone) index, while maintaining a clear focus on environmental, social, and governance (ESG) criteria. Companies with poor ESG profiles or controversial business conduct are systematically excluded from the portfolio, aligning the fund with responsible investment standards.
The ETF typically holds over 100 individual securities, with the largest exposures concentrated in leading eurozone firms spanning sectors such as technology, industrials, financials, and consumer goods. Notable holdings include major corporations like ASML Holding, SAP SE, Siemens AG, and LVMH. Designed for investors seeking periodic income, the ETF distributes dividends quarterly. It offers a total expense ratio of 0.25% per annum, making it a low-cost choice within its category. By focusing on both performance enhancement and sustainable investing, this fund plays a significant role for investors looking to access eurozone equities with an integrated ESG approach.
About
Instrument type
ETF
Country
Germany
MIC code
XMUN