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  1. JPM Carbon Transition Equity ETFs

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carbon-trans-equity-banner

 

JPM Carbon Transition Equity (CTB) ETFs

Prepare for a low carbon world

 

Move beyond climate aware

Climate-aware strategies can help investors reduce greenhouse gas emissions and mitigate the downside risks from climate change. However, it’s important not to ignore the opportunities that are also being created by the move towards a low carbon world.

By maintaining low tracking error exposure to proprietary equity benchmarks, our Carbon Transition Equity (CTB) ETFs aim to reduce the carbon intensity and increase the decarbonisation of investment portfolios, all while leaning into the opportunities presented by the carbon transition.

~2%

Low tracking error target provides core market exposure

>30%

Reduction in carbon intensity compared to traditional indices

>7%

Targeted self-decarbonisation for the index, year-on-year

Carbon Transition Equity ETFs from J.P. Morgan Asset Management

With similar regional, sector and return characteristics to traditional equity benchmarks, these core equity strategies provide a comprehensive view of the carbon transition that takes into account upside as well as downside risks.

Proprietary carbon emissions evaluation

Stock selection is driven by how well companies are prepared for carbon transition based on three pillars: Emissions Management (forward-looking as well as historical); Resource Management (such as electricity, waste and water); and Risk Management (both physical and reputational climate risks).

JP Morgan
Emissions
Site Emissions
Reduce direct emissions and shift towards greener forms of energy

Consumer emissions & opportunities
Benefit from a shift in consumer demands towards low carbon alternatives
Resource management
Electricity managemnt
Reduce indirect GHG emission from the usage of electricity

Water management
Improve the sustainacility of water flow management

Waste management
Reduce waste materials, both hazardous and non-hazardous
Risk management
Physical risk
From physical riscs from extreme weather conditions

Reputational risks
Improve climate stewardship

Climate Transition Benchmarked-aligned portfolios

Using data derived from companies themselves, third-party providers and our own data science team we use a rigorous research framework to construct proprietary benchmarks that lean into the companies best prepared, and away from the companies most exposed, to carbon transition.

Our carbon transition benchmark indices are aligned with the European Union’s Climate Transition Benchmark (CTB) standards for sustainable products, aiming to lower carbon intensity by at least 30% vs. reference indexes while also targeting at least 7% reduction in carbon intensity year on year compared to the index.

Carbon transition ETF range

JPCT

JPM CARBON TRANSITION GLOBAL EQUITY (CTB) UCITS ETF

Provides a core exposure to global equity markets, with a significant reduction in carbon intensity.

Find out more
JCCT

JPM CARBON TRANSITION CHINA EQUITY (CTB) UCITS ETF

Provides a core exposure to China’s equity markets, with a significant reduction in carbon intensity.

Find out more

Further information

J.P. Morgan ESG ETFs

ESG ETFs have become one of the fastest-growing market segments. Find out more about our offering.

Read the article

Sustainable Investing Insights

See our latest insights into ESG risks and opportunities.

Find out more

JPM Climate Change Solutions ETF

The JPM Climate Change Solutions ETF invests in companies developing solutions to the global challenge of climate change.

Read the article

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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 authorized 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 and instrument of incorporation, are available free of charge 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. 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, 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, 8 Rue de la Confédération, 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 commissions pursuant to Art. 34 para. 2bis of the Swiss Collective Investment Schemes Ordinance dated 22 November 2006. These commissions are paid out of the management fee as defined in the fund documentation. Further information regarding these commissions, including their 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 authorized and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

Contacte-nos

For information on our fund range, or to speak to a member of our sales team:

Contact your local JPM sales representative

0800 727 770

uk.sales.support@jpmorgan.com