To use the strengths of the Japanese market in a targeted manner (Photo: Freepik, Mrsiraphol)
The JPM Japan Research Enhanced Index Equity ESG ETF (ISIN: IE000QGWZZO0) combines the advantages of an index-based strategy with active stick picking-and at favorable ETF conditions. With a focused selection of 125 titles from the MSCI Japan Index and targeted overweights in market -strong companies, the fund offers an attractive mix of cost efficiency and targeted chance use.
Strategy and approach
The fund combines the stability of a passive index fund with the flexibility of active decisions. While he is basically based on the MSCI Japan Index, fund management actively uses stock picking to specifically identify companies that offer special added value.
The focus is on a careful analysis and a selection of 125 titles, with companies such as Toyota and Sony deliberately weighted more. Companies such as Hitachi and ITochu are also one of the top woods, which underlines the targeted selection and emphasizes the active character of the fund.
This approach makes it possible to use potential strengths of the Japanese market without losing sight of the basic structure of the index.
Cost efficiency and performance
With annual administrative fees of only 0.25 percent, the JPMorgan Japan ETF positions itself as a cost -efficient investment option. Since its edition in 2022, the fund has achieved a performance of 65 percent and thus exceeded the MSCI Japan Index by 7 percentage points.
This positive development underlines that the combination of passive index orientation and active stick picking can not only be implemented in a return, but also efficiently in risk management.
Risk profile and benchmark orientation
Despite the active control approach, the fund’s risk profile remains closely aligned with the benchmark. This strategic decision ensures that the advantages of a targeted title selection are not at the expense of excessive deviation from general market development.
The close orientation on the benchmark thus combines the safety of a proven index strategy with the chances of active management.
Conclusion
The actively managed ETF from JPMorgan offers investors interesting and cost -efficient access to the Japanese stock world. Due to the targeted, active approach to identification undervalued companies and the flexible adjustment of the portfolio, the fund combines the best of passive index orientation and active control.
At the same time, disciplined risk management ensures that opportunities and risks in the dynamic Japanese market are taken into account.
Currency-safe fund for the Japan rally
Disclaimer:
No investment advice. No call to buy or sell securities.