JPM Global IG Corporate Bond Active UCITS ETF Acc

Objectives, Process and Policies Objective The objective of the Sub-Fund is to achieve a long-term return in excess of the Benchmark by actively investing primarily in global investment grade corporate debt securities. Share Class Benchmark Bloomberg Global Aggregate Corporate Index Total Return USD Unhedged Investment Policy The Sub-Fund pursues an actively-managed investment strategy. The Sub-Fund aims to invest at least 67% of its assets (excluding assets held for ancillary liquidity purposes) in investment grade corporate debt securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund systematically includes ("ESG") analysis in its investment decisions on at least 75% of non-investment grade and emerging market sovereign securities and 90% of investment grade securities purchased. Pursuant to the Sub-Fund's ESG analysis, at least 51% of the Sub-Fund's Net Asset Value are invested in issuers with positive environmental and/or social characteristics that follow good governance practices, as measured through the Investment Manager's proprietary ESG scoring methodology and/or third party data. In addition to ESG Integration, as an SFDR Article 8 fund, 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 on certain industries and issuers based on specific ESG criteria and/or minimum standards of business practice based on international norms. To support this screening, the Investment Manager relies on third party provider(s) who identify an issuer's participation in or the revenue which they derive from activities that are inconsistent with the values and norms based screens. The list of screens applied that may result in exclusions can be foun

Actively managed

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No