# Performance
1 Class: JPM US Research Enhanced Index Equity (ESG) UCITS ETF - USD (acc)
2 Benchmark: Standard & Poor's (S&P) 500 Index (Total Return Net)
Growth of USD 100,000 
Calendar years
31 Oct 2018	31 Jan 2023

##  2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
-	-	-	-	-	-	30.99 19.94 29.93 -18.76
-	-	-	-	-	-	30.70 17.75 28.16 -18.51
Return (%)
| ISIN IE00BF4G7076 Investment objective: The Sub-Fund aims to achieve a long-term return in excess of S&P 500 (Total Return Net) (the "Benchmark") by actively investing primarily in a portfolio of US companies. |
| --- |
| Investment policy: The Sub-Fund pursues an actively-managed investment strategy. Investment approach - Uses a fundamental, bottom-up stock selection process.
- Enhanced index approach that builds a portfolio in reference to the benchmark by overweighting securities with the highest potential to outperform and underweighting securities considered most overvalued.
- Diversified portfolio with disciplined, risk-controlled portfolio construction.
- Applies values and norms based screening and implements minimum investment thresholds on companies with positive ESG characteristics.
 Investor profile: Typical investors in the Sub-Fund are expected to be investors who want to take broad market exposure to the US stock market, who seek to benefit from potential excess returns with similar risks to investing in securities representing the Benchmark and who are prepared to accept the risks associated with an investment of this type, including the volatility of such market. |
| Portfolio manager(s)  Fund reference	Class launch Raffaele Zingone	currency USD	10 Oct 2018 Piera Elisa Grassi	Share class	Domicile Ireland Investment	currency USD	Shares outstanding specialist(s)	Fund assets	 56,186,700.00 Christian Preussner	USD 2275.9m	Ongoing charge 0.20% Fiona Harris	NAV USD 39.3024 Securities Lending No Caroline Karlander	Fund launch 10 Oct 2018 |
| ESG information ESG approach - ESG Promote Promotes Environmental and / or social characteristics. SFDR classification: Article 8 "Article 8" strategies promote social and/or environmental characteristics, but do not have sustainable investing as a core objective. |


## Cumulative	Annualised
| 6.52 | 5.68 | -8.84 | 10.48 | - | 11.49	6.52 |
| --- | --- | --- | --- | --- | --- |
| 6.25 | 5.62 | -8.67 | 9.35 | - | 10.57	6.25 |

 1 month 3 months  1 year	3 years  5 years Launch YTD
Performance Disclosures
Past performance is not a guide to current and future performance. The value of your investments and any income from them may fall as well as rise and you may not get back the full amount you invested.
ESG
For more information on environmental, social and governance (ESG) integration and our approach to sustainable investing at J.P. Morgan Asset Management please visit https://am.jpmorgan.com/lu/esg

Translation (ENFR, 2023-01-31):
# Performances
1 Classe: JPM US Research Enhanced Index Equity (ESG) UCITS ETF - USD (acc)
2 Indice de référence: Standard & Poor's (S&P) 500 Index (Total Return Net)
CROISSANCE DE 100 000 USD 
Années civiles
PERFORMANCES PAR ANNÉE CIVILE (%)	
31 Oct. 2018	31 Jan. 2023
 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
-	-	-	-	-	-	30,99 19,94 29,93 -18,76
-	-	-	-	-	-	30,70 17,75 28,16 -18,51
|  | CUMULE |  |  | ANNUALISÉS |
| --- | --- | --- | --- | --- |
| 1 mois | 3 mois | 1 an | 3 ans | 5 ans Lancement YTD |
| 6,52 | 5,68 | -8,84 | 10,48 | -	11,49	6,52 |
| 6,25 | 5,62 | -8,67 | 9,35 | -	10,57	6,25 |
|  |  |  |  |  |

INFORMATIONS IMPORTANTES
Les performances passées ne constituent pas une indication des performances actuelles et futures. La valeur de vos investissements et du revenu qui en découle peuvent évoluer à la hausse comme à la baisse, et vous pouvez ne pas récupérer la totalité du montant initialement investi.
ESG
Pour de plus amples informations sur l'intégration des facteurs environnementaux, sociaux et de gouvernance (ESG) et sur notre approche de l'investissement durable chez J.P. Morgan Asset Management, rendez-vous sur le site https://am.jpmorgan.com/fr/esg