JPMorgan
JREG.L
IE00BF4G6Y48
Global Research Enhanced Index Equity Active UCITS ETF
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About this ETF

The ETF invests in companies from developed markets. This fund seeks to generate a higher return than the MSCI World. In addition, the fund management avoids companies whose ESG performance has a negative impact on operations or whose business practices do not conform to the fund management's standards.

TER
0.23%

Total Expense Ratio per year

Fund Size
€9.21B

Assets under management

Holdings
655

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
22.02
Weighted Fwd P/E
18.01
💰 Revenue Estimates
Current Year CY
+23.08% ⌀ 28 Analysts Coverage
Next Year NY
+16.26% ⌀ 29 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+37.37% ⌀ 27 Analysts Coverage
Next Year NY
+18.8% ⌀ 27 Analysts Coverage

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ETF Profile
Provider
JPMorgan
JPMorgan
Fund Type
ETF
Inception Date
10/10/2018 (8 yrs)
Region
World
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
91/100 High (Broad Diversification)
Diversification Score
91/100 High (Broad Diversification)
5Y Volatility
15.5% p.a.
Max Drawdown (5Y)
-25.3%
Sharpe Ratio (5Y)
0.63
Beta Factor
0.97
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 32% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 44% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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