# Performance
## 1 Class: JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF - USD (dist)

## 2 Benchmark: Bloomberg US Corporate Bond Index

## Growth of USD 100,000 
Calendar years

## 30 Sep 2020	31 Mar 2023
Calendar Year Performance (%)	

##  2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

## -	-	-	-	-	-	-	-	-1,75 -16,01

## -	-	-	-	-	-	-	-	-1,04 -15,76
Return (%)
| ISIN	Valor IE00BN4RDY2856412670 Investment objective: The Sub-Fund aims to achieve a long-term return in excess of Bloomberg Barclays US Corporate Bond Index (the "Benchmark") by actively investing primarily in a portfolio of investment grade US Dollar denominated corporate debt securities. |
| --- |
| Investment policy: The Sub-Fund pursues an actively-managed investment strategy. Investment approach - Uses a research-driven investment process that focuses on analysing fundamental, technical and valuation factors across countries, sectors and issuers.
- Enhanced index approach that builds a portfolio in reference to the benchmark by overweighting securities with the highest potential to outperform and underweighting securities based on fundamental or relative value analysis.
- 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 make an asset allocation into the US investment grade corporate securities sector and benefit from the higher yields generally offered by corporate bonds compared to government securities. |
| Portfolio manager(s) Fund reference	Class launch Lisa Coleman	currency USD	 9 Sep 2020 Sameer Iqbal	Share class	Domicile Ireland Lorenzo Napolitano	currency USD	Shares outstanding Naveen Kumar	Fund assets33.118 Qiwei Zhu	USD 100,9m	Ongoing charge 0,18% Investment	NAV USD 78,3148 Securities Lending Yes specialist(s) Alex Dryden	Fund launch 6 Dec 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
| 3,04 | 3,87 | -5,65 | -	- | -4,88	3,87 |
| --- | --- | --- | --- | --- |
| 2,78 | 3,50 | -5,55 | -	- | -4,58	3,50 |


##  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/ch-en/esg

Translation (ENIT, 2023-03-31):
# Performance
### 1 Classe: JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF - USD (dist)

### 2 Indice di riferimento: Bloomberg US Corporate Bond Index

### RIVALUTAZIONE DI UN INVESTIMENTO DI USD 100.000Anni solari

### 30 Sett 2020	31 Mar 2023
PERFORMANCE PER ANNO SOLARE (%)	

###  2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

### -	-	-	-	-	-	-	-	-1,75 -16,01

### -	-	-	-	-	-	-	-	-1,04 -15,76

###  1 mese	3 mesi  1 anno	3 anni	5 anni Dal lancio YTD
| 3,04 | 3,87 | -5,65 | -	- | -4,88 | 3,87 |
| --- | --- | --- | --- | --- | --- |
| 2,78 | 3,50 | -5,55 | -	- | -4,58 | 3,50 |

INFORMAZIONI SULLA PERFORMANCE
I rendimenti passati non sono indicativi di quelli correnti e futuri. Il valore dei propri investimenti e dell'eventuale reddito da essi derivante potrebbe sia diminuire che aumentare e si potrebbe non recuperare l'intero importo investito.
ESG
Per maggiori informazioni sull'integrazione dei criteri ambientali, sociali e di governance (ESG) e sull'approccio all'investimento sostenibile di J.P. Morgan Asset Management, si rimanda al sito https://am.jpmorgan.com/ch-fr/esg