Explore active equity investing at the cost of passive
Harnessing an active equity ETF to seek out low-risk alpha in a high-risk world.
Nov 2021 (3-minute read)
Key takeaways:
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Integration of ESG risks into decision-making |
Systematic exclusions based on client values |
Positive positioning to sustainable securities |
Consideration of ESG risks forms part of the security research and is factored into decision-making across the entire US$12.0 billion3 Macro Strategies platform. |
Systematic exclusions4 are applied to certain industries and sectors to reflect our clients’ values and expected business practices. |
We reflect our clients’ values positively, by tilting the portfolio towards companies and other issuers that rank better for sustainability than their peers. |
The bigger picture is
sustainable
JPMorgan Global Macro Sustainable Fund seeks to capitalise on global themes that help drive return opportunities under a sustainability framework.
The bigger picture is
sustainable
JPMorgan Global Macro Sustainable Fund seeks to capitalise on global themes that help drive return opportunities under a sustainability framework.
Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. Provided for information only, not to be construed as investment recommendation. Investments involve risks, not all investment ideas are suitable for all investors.
2. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
3. Source: J.P. Morgan Asset Management. Data as of 31.08.2021.
4. Current exclusions can be found on our website. Exclusion and inclusion criteria are subject to periodic changes without advanced notice.
© 2021 All Rights Reserved - JPMorgan Asset Management (Australia) Limited ABN 55 143 832 080, AFSL No. 376919
The information provided on this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Therefore, before you decide to buy any product or keep or cancel a similar product that you already hold, it is important that you read and consider the relevant JPMorgan fund Product Disclosure Statement (PDS) and Target Market Determination,which are available to download on this website and make sure that the product is appropriate for you. Before making any decision, it is important for you to consider these matters and to seek appropriate legal, tax, and other professional advice.
Harnessing an active equity ETF to seek out low-risk alpha in a high-risk world.
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For more information, please call or email us. You can also contact your J.P. Morgan representative.
1800 576 100 (Application enquiries)