JPM USD IG Corporate Bond Active UCITS ETF EUR Hdg Acc

Objectives, Process and Policies Objective The Sub-Fund aims to achieve a long-term return in excess of Bloomberg US Corporate Bond Index (the "Benchmark") by actively investing primarily in a portfolio of investment grade US Dollar denominated corporate debt securities. Share Class Benchmark Bloomberg US Corporate Bond Index 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 USD-denominated corporate debt securities. Issuers of these securities may be located in any country, including emerging markets. However, the majority of the Sub-Fund's assets will be invested in securities issued by companies that are domiciled in, or carrying out the main part of their activity, in the US. The Sub-Fund may also invest in contingent convertible bonds (subject to a maximum of 5% of its Net Asset Value). The Sub-Fund systematically includes environmental, social and governance ("ESG") analysis in its investment decisions on at least 90% of securities purchased. Pursuant to the Sub-Fund's ESG analysis, 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 ESG scoring methodology and/or third party data. 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 ide

Actively managed

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No