JPM US Research Enhanced Index Equity Active UCITS ETF CHF Hdg Acc

Objectives, Process and Policies Objective The Sub-Fund aims to achieve a long-term return in excess of Standard & Poor's (S&P) 500 Index (Total Return Net) (the "Benchmark") by actively investing primarily in a portfolio of US companies. The Sub-Fund aims to achieve a long-term return in excess of Standard & Poor's (S&P) 500 Index (Total Return Net) (the "Benchmark") by actively investing primarily in a portfolio of US companies. Share Class Benchmark Standard & Poor's (S&P) 500 Index (Total Return Net) 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 that are domiciled in, or carry out the main part of their economic activity in, the US. The Sub-Fund promotes environmental and/or social characteristics. 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. The Sub-Fund invests at least 20% 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 found on the Website (www.jpmorganassetmanagement.ie). The Sub-Fund systematically includes ESG analysis in its investment decis

Gestione attiva

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No