J.P. Morgan Asset Management launches global value equity active UCITS ETF
J.P. Morgan Asset Management (JPMAM) has announced the launch of the JPM Global Value Equity Active UCITS ETF (JGLV), designed to give investors active exposure to attractively valued companies across global equity markets with the liquidity, transparency, and efficiency benefits of an ETF structure.
The strategy aims to maximise exposure to fundamentally sound, undervalued companies, drawing on multiple complementary sources of insight, including systematic signals, company news flow, equity investor insight, fundamental analysts, and sell-side research, to identify the best value ideas. The firm writes that the strategy plots deep and core value with no style drift, drawing on active insights across more than 5,500 securities, with bottom-up stock selection and a rigorous focus on risk control.
The firm writes that JGLV is supported by a deeply resourced and experienced portfolio management team including Kyle Williams, Ian Butler, Tom Buckingham, Mayur Patel, Joyce Weng, and is backed by more than 80 career equity research analysts. Classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR), JGLV has a total expense ratio of 55 basis points and is benchmarked to the MSCI ACWI Value Index.
“With global equity benchmarks increasingly concentrated, the opportunity to broaden exposure remains compelling. JGLV offers an actively managed approach to capturing value beyond the market’s most expensive segments,” says Kyle Williams, Portfolio Manager at J.P. Morgan Asset Management.
“Drawing on our investment process developed over 25 years, the strategy seeks to identify attractively valued, fundamentally sound companies, with the potential to benefit as market leadership evolves.”
“As Europe’s active ETF market matures, investors are increasingly looking to diversify beyond broad market exposure to consider how different investment styles can complement their portfolios,” says Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management. “We are seeing a shift towards more targeted active strategies, as investors seek greater choice in how they access opportunities across global equities. The launch of JGLV reflects this growing appetite for active strategies, with our higher-alpha active ETF range already exceeding USD1 billion in assets.”