JPMorgan Global Research Enhanced Index Equity ETF (JREG) is the marketing name for JPMorgan Global Research Enhanced Index Equity Active ETF (Managed Fund).
Provided for information only based on market conditions as of date of publication, not to be construed as offer, research, investment recommendation or advice. Forecasts, projections and other forward looking statements are based upon current beliefs and expectations, may or may not come to pass. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. For illustrative purposes only based on current market conditions, subject to change from time to time, and are not to be construed as offer, research or investment advice. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.
3. Source: J.P. Morgan Asset Management. Data as of 31.03.2023. J.P. Morgan Global REI Strategy in US dollar. Excess return, annnualised (%) stood at 1.67 (1 Year), 1.47 (2 Year), 1.38 (3 Year), 1.32 (4 Year), 1.09 (5 Year), 0.92 (6 Year), 0.92 (7 Year), 0.81 (8 Year), 0.86 (9 Year), 0.90 (10 Year), 0.86 (since inception). Benchmark changed from MSCI World (NDR) to MSCI All Country World Index ACWI (NDR) on 31.05.2010. Inception date 30.09.2003. The performance results are time-weighted rates of return net of commissions, transaction costs and non-reclaimable withholding taxes, where applicable. Gross returns do not reflect the deduction of management fees or any other expenses that may be incurred in the management of the account. Total return assumes the reinvestment of income. Excess returns are calculated on a geometric basis. Returns for periods greater than 1 year are annualised except since inception number. Actual performance will vary depending on security selection and the applicable fee schedule. Provided for information only to illustrate strategy characteristics, not to be construed as research, advice or investment recommendation. Past performance is not a reliable indicator of current and future results.
5. The rating issued on April 2023 for JPMorgan Global Research Enhanced Index Equity Active ETF (Managed Fund) is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Click here for important information about this rating: https://www.lonsec.com.au/logo-disclosure.
6. Source: J.P. Morgan Asset Management, data as of 31.03.2023. Based on the Global ACWI REI Composite. All data is since inception (30.09.2003) to 31.03.2023.
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Future performance and return of capital is not guaranteed. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted by JPMorgan Asset Management (Australia) Limited or its affiliates. ETFs have fees that reduce their performance, indexes do not. Dividends or returns are not guaranteed. Please refer to offering documents for details on distribution policy.
Fund information, including any performance calculations and other data, is provided by J.P. Morgan Asset Management (the marketing name for the asset management businesses of JPMorgan Chase & Co and its affiliates worldwide).
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