Overview
Description
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) is an exchange-traded fund designed to provide exposure to a diversified portfolio of U.S. equities while integrating environmental, social, and governance (ESG) considerations. Its primary function is to offer investors access to the performance of U.S. companies, utilizing an 'enhanced index' approach that aims to modestly outperform the S&P 500 Total Return Net benchmark through active stock selection, based on proprietary research, but with low tracking error and risk relative to the benchmark. Notable for its ESG overlay, the ETF incorporates sustainability criteria in its investment process, targeting companies demonstrating responsible business practices and excluding certain industries based on ESG factors.
This ETF follows an accumulating structure, reinvesting dividends to maximize capital growth over time rather than distributing income to shareholders. It carries a competitive annual total expense ratio of 0.20%, making it a cost-efficient option for both institutional and individual investors seeking long-term exposure to the U.S. equity market with an added ESG emphasis. With assets under management exceeding 9 billion EUR, it represents a significant and liquid investment vehicle within the European ETF landscape.
About
Address
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Phone
+352 34 101
Website
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Instrument type
ETF
Country
United Kingdom
MIC code
XLON