JPMorgan US Research Enhanced Index Equity Active UCITS ETF

The JPMorgan US Research Enhanced Index Equity Active UCITS ETF is an actively managed exchange-traded fund designed to deliver long-term returns in excess of the S&P 500 Index by investing primarily in a portfolio of US equities. This ETF employs a distinctive strategy that combines elements of both passive and active management—maintaining broad market exposure while leveraging J.P. Morgan’s proprietary stock research to exploit specific opportunities at the individual stock level. Notably, the fund uses a comprehensive environmental, social, and governance (ESG) framework, systematically excluding companies whose ESG practices fall below set standards, thereby aligning investment choices with sustainability criteria. With more than 240 holdings, the fund provides diversified access to the US equity market and aims for consistent positive excess returns while managing active risk. Dividends are accumulated within the fund, and it features a competitive total expense ratio of 0.20% per annum. As a core component for diversified equity portfolios, the ETF is suitable for investors looking for a cost-efficient vehicle that integrates ESG standards and seeks outperformance potential relative to traditional index-tracking offerings.