Overview
Description
JPM Eurozone Research Enhanced Index Equity Active UCITS ETF is an actively managed equity exchange-traded fund designed to provide long-term capital growth by investing primarily in companies from the Eurozone. The fund aims to deliver returns above the MSCI EMU index by leveraging JPMorgan’s proprietary research and investment strategies. Emphasizing an ESG (Environmental, Social, and Governance) framework, the ETF systematically excludes firms with poor sustainability practices or those not meeting predefined ethical criteria, strengthening the fund's responsible investment profile.
With a diversified portfolio spanning sectors such as finance and producer manufacturing, this ETF targets developed European markets. Notable holdings include major Eurozone companies like ASML Holding NV and SAP SE, which together form significant portions of the fund's assets. The ETF follows an accumulating policy, whereby income is reinvested rather than distributed, and focuses on physical replication of securities. Launched in April 2022, it has a total expense ratio of 0.25% and assets under management exceeding 500 million euros. Its approach and structure provide investors with broad, sustainability-focused exposure to Eurozone equities while actively seeking to outperform standard benchmarks through research-driven selection.
About
Instrument type
ETF
Country
Germany
MIC code
XDUS