JPM EM REI EQ SRI PAB UCITS ETF ACC
| Issuer: JPMorgan ETF |
| Asset Class: Equity |
| TER: 28bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 12 Mar 2025 |
| Ticker: JSME |
| ISIN: IE000ANHU3J3 |
This fund provides exposure to a broad portfolio of emerging market companies through a 'Research Enhanced Index' (REI) strategy. This approach is not entirely passive; it leverages proprietary research to make modest, active adjustments to its underlying benchmark. The primary objective is to generate slight outperformance relative to a traditional market-cap-weighted index, while maintaining a comparable risk profile. The portfolio is diversified across various developing nations and is composed of large and mid-capitalization stocks, designed to harness the significant growth potential often associated with these dynamic economies.
A defining characteristic of this investment is its robust integration of sustainability principles. The strategy adheres to stringent Socially Responsible Investing (SRI) criteria, systematically excluding companies involved in specific controversial sectors. Furthermore, the fund is classified as a Paris-Aligned Benchmark (PAB), meaning its portfolio construction is explicitly aligned with the long-term goals of the Paris Agreement. This involves targeting a substantial reduction in carbon emissions compared to the broader emerging market universe and following a clear decarbonization path over time.
The product is designed for investors seeking core, long-term exposure to emerging market equities with a dual mandate. It appeals to those who believe that active insights can add incremental value, as well as to the environmentally and socially conscious investor. The combination of SRI screening and the PAB framework makes it a compelling choice for individuals wanting their emerging market allocation to align with strong ethical standards and contribute positively to global climate objectives. As an accumulating fund, any dividends are automatically reinvested, facilitating tax-efficient, long-term capital growth.
