JPM INDIA RESEARCH ENHANCED INDEX EQUITY ACTIVE UCITS ETF - USD (DIST)

Benchmark

This actively managed JPM India Research Enhanced Index Equity Active UCITS ETF aims to outperform the MSCI India 10/40 Index NR (USD) by investing at least 67% of its assets in Indian-domiciled or economically active companies (including small- and mid-caps). The fund integrates ESG analysis on ≥90% of its holdings, allocates ≥51% of NAV to issuers with positive environmental/social characteristics and strong governance. Ongoing norms- and values-based exclusions are applied via third-party research. It holds a high-conviction active portfolio (which may diverge from the benchmark), may take unhedged currency positions and use derivatives for efficient management, and maintains risk characteristics broadly in line with the MSCI India 10/40 Index.

PERFORMANCE

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