Seeking income as the outcome in a total return portfolio
JEPG aims to provide a solution for income-seeking investors. The portfolio managers invest in a defensive equity portfolio which employs a time-tested process to generate income from dividends. On top of that, the portfolio managers use options to enhance the fund’s distributable monthly income.1
JPM Global Equity Premium Income UCITS ETF (JEPG)
As well as cost efficiency, many investors use ETFs to invest for income to supplement their existing earnings, or to provide during retirement. JPM Global Equity Premium Income UCITS ETF aims to deliver monthly distributable income and equity market exposure with less volatility.
- Seeks to deliver a consistent stream of monthly income from dividends and option premiums
- Strategy for investors wanting equity exposure but in a lower risk approach
- An approach for balancing income with prospects for capital growth
Benchmark: MSCI World
TER: 0.35%
Why equity premium income with J.P. Morgan Asset Management?
Income as outcome: J.P. Morgan Asset Management manages the largest active ETF in the world, which uses the same income generation process on an underlying US equities portfolio. This investment approach is now available to UCITS investors for a global equity portfolio.
Experience
Equity premium income expertise
Portfolio managers with an average of 30 years’ experience investing in equities and equity derivatives.
Research
Dedicated team of research analysts
The team leverages the resources of the Structured Equity Solutions team as well as the research of our over 90 research analysts covering 2,500 stocks worldwide.
Process
Robust investment process
The ETF’s investment approach has been consistently applied in the US across several investment vehicles.
Active ETF solutions for today’s markets
Past performance is not a reliable indicator of current and future results
Related funds
1 Monthly income distributions apply to the distribution (dist) share class only. In the accumulation share class these would be reinvested.
2 ETF Express is a publication focused on the ETF industry. They host their awards annually.
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