JPM All Country Research Enhanced Index Equity Active UCITS ETF EUR H

Objectives, Process and Policies Objective The objective of the Sub-Fund is to achieve a long-term return in excess of MSCI ACWI Index ("the Benchmark") by actively investing primarily in a portfolio of large and mid-capitalisation companies, globally. Share Class Benchmark MSCI ACWI 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 equity securities of companies, globally. Companies issuing these securities may be located in any country, including developed and emerging markets. The Sub-Fund may also invest in small-capitalisation companies to a limited extent. The Sub-Fund systematically includes ESG analysis in its investment decisions on at least 90% of securities purchased. Pursuant to the Investment Manager's ESG analysis, at least 51% of the Sub-Fund's Net Asset Value is invested in companies 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 20% of the Sub-Fund's 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 companies 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 a company'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 exclusio

Gestione attiva

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No