J.P. Morgan Europe Research Enhanced Index (ESG) Equity

ETF description

This ETF is designed to achieve a long‑term return in excess of the benchmark of a European stock market index, thanks to its layer of active research. It invests in a broad range of companies across different regions and sectors in Europe, aiming to closely match the returns of a European equity benchmark. However, instead of simply copying the index, it uses research to make small adjustments in the weightings of certain companies. These adjustments are based on insights into individual companies’ growth potential, financial health, and other factors that could impact their performance. The ETF also focuses on those companies that meet specific standards for environmental, social, and governance (ESG) practice.

This ETF may appeal to investors who want exposure to a globally diversified portfolio of stocks but also prefer an approach that seeks to enhance returns by using research‑driven insights.

Issuer details

JP Morgan Asset Management is a leading global asset management firm, offering a range of investment products, including mutual funds, ETFs, and alternative investments. With over $3 trillion in assets under management as of June 2024, covering various market segments. Known for its strong global presence, investment strategies, and research capabilities, JP Morgan’s ETFs include popular options like the JP Morgan BetaBuilders and the JP Morgan Ultra‑Short Income ETF.

Index details

The benchmark index is the MSCI Europe index. The MSCI Europe index is a comprehensive stock market index that provides investors with exposure to large and mid‑cap companies across Europe. With its broad coverage of industries and sectors, the index offers a diversified view of the European equity market.

This is an actively managed ETF which aims to achieve a long‑term return in excess of MSCI Europe index by actively investing primarily in a portfolio of European companies.