Multi-Factor ETF Investing Approach - J.P. Morgan Asset Management
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Multi-Factor ETF Approach: Diversify and Enhance Portfolio Returns

Learn about our multi-factor approach to ETFs that aims to improve diversification, lower volatility and enhance risk-adjusted returns of your portfolio.

DELIVERING A SMOOTHER RIDE IN EQUITY MARKETS WITH JPIN

10th
Percentile (Low) Volatility
since inception1
0.37%
net expenses
18th
Percentile sharpe ratio
since inception1

 

A BREADTH OF SOLUTIONS ACROSS EQUITY MARKETS

1Source: Morningstar Direct. Data points as of 9/30/2019. 2018 max drawdown period: 1/26/18 – 12/25/18. The JPMorgan Diversified Return International Equity ETF was ranked against the following number of funds in the Morningstar Foreign Blend Mutual Funds and ETFs category. For the period since inception (11/5/2014) , the JPMorgan Diversified Return International Equity ETF was ranked 192 out of 597 funds based on total return. For the period since inception (11/5/2014) , the JPMorgan Diversified Return International Equity ETF was ranked 45 out of 595 funds based on volatility. For the period since inception (11/5/2014) , the JPMorgan Diversified Return International Equity ETF was ranked 88 out of 595 funds based on risk-adjusted returns. The JPMorgan Diversified Return International Equity ETF was ranked 122 out of 776 funds based on fees. Past performance is no guarantee of future results. Different share classes may have different rankings. Morningstar rankings do not reflect the deduction of sales charges, which, if reflected, would reduce returns.

Past performance is no guarantee of future results. Different share classes may have different rankings.  Morningstar rankings do not reflect the deduction of sales charges, which, if reflected, would reduce returns.

The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-844-4JPM-ETF.

RISK SUMMARY FOR JPIN:

ETFs are bought and sold at market price (not NAV). Market price returns are based upon the midpoint of the bid/ask spread at 4:00 pm (when NAV is normally determined for most ETFs), and do not represent the returns an investor would receive if shares were traded at other times.

International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.

Narrowly focused investments typically exhibit higher volatility.

Emerging markets involve heightened risks related to the same factors as well as increased volatility and decreased trading volume.

The fund uses derivatives, which may be riskier than other types of investments and may increase the volatility of the fund.

The fund may not track the return of its underlying index for a number of reasons, such as operating expenses incurred by the fund that are not applicable to an index, and the time difference between calculating the value of an index and the net asset value of the fund.

There is no guarantee the fund will meet its investment objective.

Diversification may not protect against market loss

Investing involves risk, including possible loss of principal. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.

J.P. Morgan Investment Management Inc. (JPMIM), the adviser and an affiliate of the Fund(s), is the sponsor of the Underlying Index and FTSE International Limited, administers, calculates and governs each Underlying Index as the Benchmark Administrator.

London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2019. FTSE Russell is a trading name of certain of the LSE Group companies. “FTSE®” “Russell®”, “FTSE Russell®”, are a trade mark(s) of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the Indexes for the Funds other than the BetaBuilders Funds vest in JPMIM or its licensors. Neither FTSE Russell nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No use or distribution of the indexes is permitted without JPMIM’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.