J.P. Morgan Asset Management is once again expanding its platform of active ETFs

A total of 31 active UCITS ETFs are now available from J.P. Morgan Asset Management to meet a range of investment needs.

• JPM All Country Research Enhanced Index Equity Active UCITS ETF (Ticker: JRAW)
• JPM Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF (Ticker: JSEE)
• JPM EUR High Yield Bond Active UCITS ETF (Ticker: JEHY)

JPM All Country REI Active UCITS ETF (JRAW) is the ninth strategy to be added to the Research-Enhanced Index (REI) platform. The ETF aims to outperform the MSCI All Country World Index (Net Total Return) over the long term. To achieve this, the experienced portfolio management team, consisting of Piera Elisa Grassi, Raffaele Zingone and Lina Nassar, actively invests worldwide in a portfolio of companies in developed and emerging markets with large and medium-sized market capitalisations. The proven active bottom-up stock selection process involves a slight overweight in stocks with the highest potential and a slight underweight in stocks considered overvalued. JRAW has a 25 basis point total expense ratio (TER) and is classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR). J.P. Morgan Asset Management’s REI equity UCITS platform has now grown to $25 billion. It has seen $10.6 billion in net inflows year-to-date in 2024 alone.

The JPM Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF (JSEE) is the 3rd REI strategy managed according to the criteria of the Paris Agreement on climate change. It aims to outperform the MSCI Europe SRI EU Paris Aligned Custom Benchmark Overlay ESG Custom index over the long term by actively investing in a portfolio of European companies while aligning with the goals of the Paris Agreement. The portfolio management team, led by Piera Elisa Grassi and Sebastian Wiseman, also uses an active bottom-up stock selection process for JSEE, overweighting stocks with the highest potential and underweighting overvalued stocks. This range is classified as Article 9 in accordance with the SFDR. The TER is 25 basis points. The Paris climate-aligned SRI PAB range launched in August 2020 has now reached $730 million in assets under offer across sustainable global (JSEG) and US (JSEU) investing. It has seen $585 million in net inflows year-to-date.

Following the recent launch of the JPM USD High Yield Bond Active UCITS ETF (JPHY), a EUR high yield version is now also available. JEHY aims to outperform the ICE BofA Euro Developed Markets High Yield Constrained Index (HECD). Portfolio managers Peter Aspbury and Russell Taylor actively invest in a portfolio of EUR-denominated corporate bonds with a quality below investment grade. JEHY has a TER of 45 basis points and an SFDR classification of Article 8.

‘By continuously expanding our range of active ETFs, we can offer investors even more opportunities to align their investments with their financial goals and sustainability preferences,’ said Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management.

‘Over time, our research-enhanced equity ETFs have demonstrated that actively managed strategies offer a compelling alternative to a purely passive ETF allocation. We are pleased to now offer an even broader range of global REI strategies for investors who prefer the MSCI AWCI index as their global equity benchmark. And those with a particular focus on sustainability can now specifically select an option for investing in Europe. In fixed income, where active management makes sense for diversification reasons and to take advantage of inefficiencies, JEHY now offers access to a fully active European high yield strategy with the added benefits of the ETF structure.’

JPMorgan ETFs (Ireland) ICAV – All Country Research Enhanced Index Equity Active UCITS ETF

The objective of the Sub-Fund is to achieve a long-term return in excess of MSCI ACWI Index by actively investing primarily in a portfolio of large and mid-capitalisation companies, globally.