JPMorgan Global Research Enhanced Index Equity Active ETF (Managed Fund) (Hedged) (ASX: JRHG)
The Fund seeks 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 (Hedged) (JRHG) 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 JRHG, 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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The power of perspective to build stronger portfolios
We work together to identify big-picture ideas and develop the deep insights that our globally connected outlook can deliver. With over a century of investment experience, our clients trust us to manage US$2.8 trillion in assets to deliver what matters most to individuals, families, companies, and communities.
A diversified perspective builds stronger portfolios
From our unique global vantage point, we’re able to advise on the right strategy at the right time, with solutions available to match specific investment styles and preferences. We’re committed to listening first to find investment solutions that can help investors achieve their long-term goals.
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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