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    1. REI equity (ESG) ETFs

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    Research Enhanced Index Equity
    (ESG) ETFs

    Active building blocks for a stronger core

     

    Combine fundamental research with efficient index exposure

    Indexed ETF strategies provide predictable, cost-effective core solutions for investors looking to build efficient broad market exposure. However, with equity returns expected to be lower over the long term, investors also need the opportunity to earn excess returns as part of a diversified portfolio.

    By blending active stock selection with passive index exposure within a robust environmental, social and governance (ESG) framework, our Research Enhanced Index (REI) Equity ETFs seek positive alpha at low tracking error, providing a range of highly efficient tools that can be used to complement existing core portfolios, add diversification or to implement tactical views.

    JP Morgan
    90+
    Research analysts
    Investment expertise
    Highly experienced portfolio managers are backed by the insight of over 90 career analysts around the globe.
    2,500+
    Global stock coverage
    Information advantage
    Our analysts produce normalised and sustainable earnings forecasts for more than 2,500 stocks across global markets.
    30+
    Years REI track record
    Proven strategy
    Our research-driven investment philosophy has been refined and sharpened stretching back to 1988.

    Invest in the best of active and passive

    Our REI approach takes small active positions in stocks based on our proprietary fundamental insights, while also keeping regional, sector and style exposures close to the index at all times to maintain a consistently low tracking error.

    The goal is to maximise stock-specific alpha opportunities and to minimise uncompensated market, sector and style risks—all while maintaining a competitive fee.

    rei-etf-web-card-image-1

    Aligned with your investment priorities

    In a lower return environment, active stock selection and efficient index exposure provide the opportunity to make up any potential return shortfall.

    Our fundamental, active approach also allows sustainability to considered in all investment decisions, through engagement with companies and rigorous analysis of ESG factors, as well as by exclusions of controversial sectors.

    JP Morgan

    Introducing our REI Equity ETFs

    Our REI Equity ETFs cover all major stock markets and regions, providing efficient index building blocks whether you’re looking to add diversification, gain exposure to our fundamental research, or make tactical changes to portfolio positioning.

    JREC

    JPM China A Research Enhanced Index Equity (ESG) UCITS ETF

    Capitalise on locally-based stock research to uncover attractive alpha opportunities in China’s A share market, while also benefiting from low tracking error market exposure and a cost-efficient investment approach.

    Benchmark

    MSCI China A

    TER

    40 basis points

    SFDR

    Article 8

    Tracking error

    1.00%-2.00%

    Discover more
    JREE

    Europe Research Enhanced Index Equity (ESG) ETF

    Tap into our proprietary European stock research while maintaining cost efficient, low tracking error exposure to pan-European equities.

    Discover more
    JREG

    Global Research Enhanced Index Equity (ESG) ETF

    Maintain cost efficient, low tracking error exposure to the MSCI World Index, while benefiting from the stock-level insights provided by our global research analysts.

    Discover more
    JREM

    Global Emerging Markets Research Enhanced Index Equity (ESG) ETF

    Share in the expert stock research of our career analysts to target consistent positive excess returns from emerging market equities, at low active risk and in a cost effective manner.

    Discover more
    JREU

    JPM US Research Enhanced Index Equity (ESG) UCITS ETF

    Tap into the best of our proprietary US stock research while maintaining cost efficient, low tracking error US index exposure.

    Discover more
    JREA

    Asia Pacific Research Enhanced Index Equity (ESG) ETF

    Gain exposure to the long-term return potential of the Asia-Pacific region using a low tracking error, actively managed ETF strategy that is driven by the proprietary research of our locally-based team of stock analysts.

    Discover more
    JREJ

    Japan Research Enhanced Index Equity (ESG) ETF

    Uncover opportunities in Japan’s under-researched market using an actively managed, cost efficient and low tracking error ETF strategy that is driven by the research output of our Tokyo-based team of stock analysts.

    Discover more
    JREZ

    JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF

    Capitalise on our eurozone stock research expertise, while maintaining cost efficient, low tracking error exposure to the growth potential of eurozone equities.

    Discover more

    Related Resources

    etf-web-card-image-v3-768x246px

    REI in a period of uncertainty

    Find out how REI Equity (ESG) funds can help investors to maintain or rebuild equity exposure in today’s challenging investment environment.

    Find out more
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    REI range brochure

    Download the brochure for more information about the REI Equity (ESG) investment process.

    Download now

    This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to or purchased directly or indirectly by US persons. All transactions should be based on the latest available Prospectus, the Key Investor Information Document (KIID) and any applicable local offering document. These documents together with the annual report, semi-annual report, instrument of incorporation and sustainability-related disclosures, are available free of charge in English from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact or at www.jpmorganassetmanagement.ie. A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights. J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings. Units in Undertakings for Collective Investment in Transferable Securities (“UCITS”) Exchange Traded Funds (“ETF”) purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, If the countries chosen in Nexus do not include the UK, information on the issuer of the communication in the UK may be removed. This disclaimer can only be used if all the products mentioned in the Marketing Communication are registered in the countries selected in Nexus. If they are not, Nexus Submitters must seek advice from EMEA CCG.

     

    Investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them. In Switzerland, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, as paying agent of the funds. JPMorgan Asset Management (Switzerland) LLC herewith informs investors that with respect to its distribution activities in and from Switzerland it receives remuneration which is paid out of the management fee as defined in the respective fund documentation. Further information regarding this remuneration, including its calculation method, may be obtained upon written request from JPMorgan Asset Management (Switzerland) LLC. 

     

    This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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