JPMorgan Global Research Enhanced Index Equity UCITS ETF USD (Acc)
0.25%
7.5B
7,500M USDMedium
1,458
Physical
Accumulating
USD
IE
JPMorgan Asset Management Global REI
JPMorgan
2018-11-15 (7 years)
With 7.5B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.25% is in line with the market average (~0.35%).
Launched in 2018-11-15, this fund has 7 years of history — enough to evaluate consistency.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.5% |
| 3 Months (est.) | — | +4.7% |
| 6 Months (est.) | — | +9.6% |
| YTD (est.) | — | +7.9% |
| 1 Year | +20.1% | +20.1% |
| 3 Years | +18.7% | +67.1% |
| 5 Years | +11.5% | +72.1% |
| Since inception (7y) | +16.7% | +195.6% |
1,458
71.5%
11.7%
13.5%
15.8%
1.50
1.09
0.58
0.25%
-23.6%
0.58
15.8%
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The JPMorgan Global Research Enhanced Index Equity UCITS ETF USD (Acc) tracks the JPMorgan Asset Management Global REI index. It is managed by JPMorgan using physical replication and follows a accumulating distribution policy. The fund is denominated in USD and domiciled in IE. It has a total expense ratio (TER) of 0.25%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.