JPM USD Ultra-Short Income Active UCITS ETF Dist

Objectives, Process and Policies Objective The Sub-Fund aims to provide current income while seeking to maintain a low volatility of principal. Share Class Benchmark ICE BofA US 3-Month Treasury Bill Index Investment Policy The Sub-Fund pursues an actively-managed investment strategy. The Sub-Fund seeks to achieve its investment objective by primarily investing in investment grade, U.S. Dollar-denominated, short term fixed, variable and floating rate debt securities. The Sub-Fund will not seek to track the performance of the benchmark, rather the Sub-Fund will hold a portfolio of actively selected and managed investments. The benchmark has been included as a point of reference against which the performance of the Sub-Fund may be measured. The Sub-Fund will be managed without reference to its benchmark. At least 51% of the Sub-Fund's Net Asset Value is invested in issuers with positive environmental and/or social characteristics that follow good governance practices, as measured through the Investment Manager's proprietary environmental, social and governance ("ESG") scoring methodology and/or third party data. In addition, for some but not necessarily all issuers, the Sub-Fund incorporates a bespoke set of Employee Engagement and Diversity ("EE&D") data inputs, such as an issuer's gender breakdown, diversity programmes, ethnicity score and equal pay score into the investment process. The Sub-Fund invests at least 51% of those assets that have an EE&D rating in issuers scoring above a pre-defined threshold in relation to EE&D inputs. The Sub-Fund promotes environmental and/or social characteristics. The Sub-Fund invests at least 10% of its Net Asset Value in Sustainable Investments, as defined under SFDR, contributing to environmental or social objectives. The Investment Manager evaluates and applies values and norms based screening to implement exclusions. To support this screening, the Investment Manager relies on third party provider(s) who identify an issuer's pa

Actively managed

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No