Overview
Description
JPMorgan Global High Yield Corporate Bond Multi-Factor Active UCITS ETF EUR Hedged (Dist) is an actively managed exchange-traded fund specializing in global high yield corporate bonds. This ETF’s core objective is to generate income and potential capital appreciation by investing in a diversified portfolio of sub-investment grade corporate debt securities from issuers worldwide. What distinguishes this fund is its multi-factor approach, where securities are selected using quantitative criteria incorporating factors such as value, quality, and momentum, alongside a rigorous environmental, social, and governance (ESG) screening process.
The fund features a EUR-hedged structure, effectively minimizing currency risk for Euro-based investors, and distributes income semi-annually. Its holdings span several maturities, providing broad exposure across geographies, with significant allocations to the United States and Europe. The physical replication strategy ensures actual ownership of the underlying securities, while transparency and daily portfolio disclosures offer clear visibility to investors. Its management fee is competitively low, reflecting a total expense ratio of 0.35% per annum. This ETF plays a strategic role for those seeking targeted exposure to global high yield credit markets with integrated risk controls and an ESG-oriented framework.
About
Address
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Phone
+352 34 101
Website
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Instrument type
ETF
Country
Germany
MIC code
XHAM