JPM INDIA REI UCITS ETF USD DIS
| Issuer: JPMorgan ETF |
| Asset Class: Equity |
| TER: 40bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 05 Aug 2025 |
| Ticker: JRID |
| ISIN: IE000XE6ELZ8 |
This instrument provides targeted exposure to the Indian equity market, offering a way to participate in one of the world's fastest-growing major economies. India's growth is underpinned by strong demographic trends, a rising middle class driving consumption, and ongoing economic reforms. The fund is designed to capture the potential of this dynamic market by investing in a broad and diversified portfolio of Indian companies. This provides investors with a comprehensive vehicle to access various sectors that are fundamental to the nation's economic development, from technology and financials to consumer goods and industrials.
Unlike traditional passive funds, this product utilizes a 'Research Enhanced Index' (REI) strategy, which is an actively managed, quantitative approach. While it remains aware of its benchmark, the fund aims to generate outperformance through a proprietary, research-driven process that systematically evaluates and values companies. The investment team seeks to identify attractively priced securities based on fundamental criteria, tilting the portfolio towards stocks with higher expected returns. This active, systematic process allows for dynamic positioning that aims to capitalize on market inefficiencies within the Indian equity landscape.
A core component of the investment philosophy is the integration of Environmental, Social, and Governance (ESG) factors. The strategy systematically incorporates sustainability criteria, promoting positive environmental and social characteristics within its portfolio. By screening and selecting companies based on their ESG profiles alongside financial metrics, the fund seeks to invest in businesses that are not only financially robust but also leaders in sustainable practices. This dual focus on value generation and responsible investing offers a compelling proposition for those looking to build a more sustainable portfolio while gaining access to India's growth story.
