JPM US HELO ACT UCITS ETF USD DIS

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 25bps

Trading Currency: USD

Pays Income: False

Listing Date: 15 Oct 2025

Ticker: HEDL

ISIN: IE000K4JG8P9

This actively managed fund provides exposure to a portfolio of US equities, with the primary objective of achieving long-term capital growth. Its strategy is engineered to deliver a risk profile similar to the broader US equity market but with lower volatility. Central to its approach is a proprietary investment process known as 'HELO', which stands for High-conviction, Ex-ante ESG screening, Low-volatility, and an ongoing ESG Overlay. This structured methodology combines fundamental research with quantitative risk management and a deep integration of environmental, social, and governance factors to construct a differentiated portfolio.

The 'HELO' process begins with fundamental, bottom-up research to build a high-conviction portfolio of what the managers identify as quality companies capable of generating sustainable returns. The low-volatility component is a key differentiator, as the portfolio is constructed to exhibit less price fluctuation than its benchmark, potentially offering a degree of capital preservation during turbulent market periods. The ESG integration is comprehensive, starting with an initial screening to exclude companies involved in controversial sectors or those with poor ESG track records. This is followed by a continuous ESG overlay, where the investment team actively engages with company management to promote better sustainability practices and mitigate ESG-related risks.

This product is designed for investors seeking a core allocation to the US equity market who are also mindful of risk and wish to potentially smooth out their returns over time. The active management provides the flexibility to adapt to changing market conditions, while the sophisticated, multi-faceted approach aims to capture upside potential while managing downside risk. The fund's embedded ESG framework also caters to investors who want to align their capital with companies demonstrating strong sustainability credentials, making it a suitable holding for a modern, risk-aware, and socially conscious portfolio.