J.P. Morgan Global Research Enhanced Index Equity
Global companies
Details
ETF description
This ETF is designed to achieve a long‑term return in excess of the benchmark of a global stock market index, thanks to its layer of active research. It invests in a broad range of companies across different regions and sectors around the world, aiming to closely match the returns of a global 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.
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 World index. The MSCI World index is a comprehensive stock market index that provides investors with exposure to large and mid‑cap companies across developed markets worldwide. With its broad coverage of industries and sectors, the index offers a diversified view of the global equity market. This ETF is actively managed and seeks to generate a higher return than the MSCI World index by investing in companies from developed markets.
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Key information
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