JPM US Research Enhanced Index Equity Active UCITS ETF USD (acc)

The JPM US Research Enhanced Index Equity Active UCITS ETF USD (acc) is an actively managed exchange-traded fund domiciled in Ireland and issued by JPMorgan ETFs (Ireland) ICAV. It seeks to deliver long-term returns exceeding the S&P 500 Index (Total Return Net) by investing primarily in equity securities of US-domiciled companies or those conducting significant economic activity in the United States, with at least 67% of assets allocated accordingly. A key feature is its strong ESG integration: at least 51% of the net asset value targets companies exhibiting positive environmental and/or social characteristics alongside good governance practices, measured via proprietary scoring and third-party data, while committing at least 20% to sustainable investments under SFDR that advance environmental or social goals. The strategy employs values and norms-based screening to exclude issuers involved in controversial activities, incorporates ESG analysis in over 90% of purchase decisions, and actively overweights high-potential stocks while maintaining risk profiles akin to the benchmark. With a low total expense ratio of 0.20% p.a., accumulating distribution policy, and USD base currency, this ETF plays a vital role in the sustainable active equity segment, appealing to investors prioritizing enhanced US large-cap exposure blended with rigorous environmental, social, and governance considerations.