JAVA
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Equity
JPM US VALUE EQUITY ACTIVE UCITS ETF - USD (ACC)
TER (bps):
49
AUM (USD m):
6
ISIN:
IE000TD3TI26
Domicile:
Ireland
Share Class Currency:
USD
ESG:
No
Geographical Focus:
United States
As of:
14 Nov 2024
Climate Fund:
No
Benchmark
This actively managed JPM Active US Value UCITS ETF aims to achieve a long-term return in excess of Russell 1000 Value Index (Net Total Return of 30% dividend withholding tax) ("the Benchmark") by actively investing primarily in a value style-biased portfolio of US Companies. The Sub-Fund systematically includes environmental, social and governance ("ESG") analysis in its investment decisions on at least 90% of securities purchased. Pursuant to the Sub-Fund's ESG analysis, at least 51% of the Sub-Fund's assets are invested in companies with positive environmental and/or social characteristics that follow good governance practices, as measured through the Investment Manager's proprietary ESG scoring methodology and/or third party data.
PERFORMANCE
