JPM INDIA REI UCITS ETF USD ACC

Issuer: JPMorgan ETF

Asset Class: Equity

TER: 40bps

Trading Currency: GBX

Pays Income: False

Listing Date: 05 Aug 2025

Ticker: JRNI

ISIN: IE000ZAJ6XQ2

This investment product offers targeted exposure to the Indian equity market, one of the world's fastest-growing major economies. It is designed for investors seeking to participate in India's long-term growth story, which is propelled by favorable demographics, a rising middle class, and ongoing economic reforms. The fund provides access to a diversified portfolio of Indian companies, spanning various sectors such as financials, information technology, energy, and consumer goods. By investing in a broad range of publicly traded firms, the fund aims to capture the overall performance of the Indian stock market.

The fund employs a 'research-enhanced' strategy, which combines the benefits of passive indexing with active security selection. While it generally follows a benchmark representative of the Indian market, its managers use proprietary research to make modest adjustments to the portfolio. This approach involves overweighting stocks that are deemed attractive based on fundamental analysis and underweighting or avoiding those considered less promising. The goal is to generate returns that slightly outperform the benchmark index over the long term, after accounting for fees. This strategy seeks to add value through active insights while maintaining broad market characteristics and keeping costs relatively low compared to traditional active funds.

An allocation to this product may be suitable for investors looking to diversify their portfolios geographically and tap into the potential of emerging markets. India's economy is undergoing significant structural changes, including digitalization, infrastructure development, and manufacturing initiatives, which create numerous investment opportunities. The fund's research-enhanced approach offers a potential for alpha generation without deviating significantly from the market's overall trajectory. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested back into the fund, which can enhance the effects of compounding over time, making it a compelling option for long-term, growth-oriented investors.