JPMorgan Global Research Enhanced Index Equity Active ETF (Managed Fund) (ASX: JREG)
Designed to seek efficient index exposure with an active edge.
Efficient index exposure with an active edge
Indexed ETF strategies provide predictable, cost-effective core solutions for investors looking to build efficient broad market exposure. However, with equity returns expected to be lower over the long term than in the past, investors are seeking opportunities to earn excess returns as part of a diversified1 portfolio.
By blending active stock selection with passive-like index exposure the Global Research Enhanced Index (REI) Active ETF (JREG) seeks positive alpha at low tracking error.
Small active positions
Our REI approach takes small active positions in stocks based on our proprietary fundamental insights, while also keeping regional, sector and style exposures close to the index at all times to maintain a consistently low tracking error.
The goal is to maximise stock-specific alpha opportunities and to minimise uncompensated market, sector and style risks—all while maintaining a competitive fee.
A hybrid approach
With JREG, investors don’t have to choose between passive index exposure and active security selection—they can explore both at the same time.
1 Diversification does not guarantee positive returns or eliminate risks of losses. Risk management does not imply elimination of risks. The fund seeks to achieve its stated objectives, there is no guarantee they will be met. Provided to illustrate team’s general process, not to be construed as offer, research or investment advice and does not taking into account any specific investor’s objectives.
To achieve a long-term return in excess of the benchmark; the risk characteristics of the portfolio of securities held by the Fund will resemble the risk characteristics of the portfolio of securities held in the benchmark.
This product is likely to be appropriate for an investor seeking capital growth, to be used as a core component within a portfolio where the investor has a high risk-return profile and is seeking daily access to capital.
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Before investing, obtain and review the Product Disclosure Statement of the Fund and Target Market Determination (available from https://am.jpmorgan.com/au/) to understand the various risks associated with investing in the Fund and in making any investment decision. Past performance is not a reliable indicator of future performance and investors may not get back the full amount invested. Future performance and return of capital is not guaranteed. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted by JPMorgan Asset Management (Australia) Limited or its affiliates. This document is confidential and intended solely for the person to whom it is provided by the issuer. ETFs have fees that reduce their performance, indexes do not. Investors cannot directly invest in an index. The market price is generally determined using the official closing price of the Fund. Provided for reporting purposes only and should not be considered as offer, research, advice or recommendations to purchase or sell any particular security. Each individual security is calculated as a percentage of the net assets. Holdings in actively managed portfolios are subject to change from time to time. The Fund seeks to achieve its stated objectives, there is no guarantee they will be met. Dividends or returns are not guaranteed. Please refer to offering documents for details on distribution policy. Due to rounding, values may not total 100%. Top holdings, sector and country or region excludes cash. Fund holdings and performance are likely to have changed since the report date. No provider of information presented here, including index and ratings information, is liable for damages or losses of any type arising from use of their information. Information from communications with you will be recorded, monitored, collected, stored and processed consistent with our Australian Privacy Policy available at am.jpmorgan.com/au/en/asset-management/adv/privacy-policy/
Fund information, including performance calculations and other data, is provided by J.P. Morgan Asset Management (the marketing name for the asset management businesses of JPMorgan Chase & Co and its affiliates worldwide). All data is as at the document date unless indicated otherwise.
Benchmark Source: MSCI. Neither MSCI nor any other third party involved in or related to compiling, computing or creating the MSCI data (the “MSCI Parties”) makes any express or implied warranties or representations with respect to such data (or the results to be obtained by use thereof), and the MSCI Parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to such data . Without limiting any of the foregoing, in no event shall any of the MSCI Parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
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21 years with J.P. Morgan / 25 years in the Industry
Piera Elisa Grassi, managing director, is the portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2004, Piera Elisa was previously a bond quantitative analyst and risk analyst at Foreign and Colonial Asset Management. Piera Elisa obtained a Laurea from Bocconi University in Milan.
34 years with J.P. Morgan / 34 years in the Industry
Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors.
Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. He is a CFA charterholder.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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