J.P. Morgan Asset Management introduces an active equity Exchange-Traded Fund (ETF) focused on India's stock market.

J.P. Morgan Asset Management introduces an active equity Exchange-Traded Fund (ETF) focused on India's stock market.

J.P. Morgan Asset Management has entered the Indian equity market with the launch of its new India Research Enhanced Index Equity Active UCITS ETF (JRIN). The ETF, with a Total Expense Ratio (TER) of 40 basis points, aims to deliver enhanced returns through active equity management and in-depth research, rather than simply following a passive index replication approach.

The active management strategy of JRIN involves overweighting securities with the highest potential to outperform and underweighting overvalued securities. This approach is underpinned by J.P. Morgan's 30-year time-tested REI active investment process.

JRIN primarily invests in Indian equities as the underlying assets, targeting growth opportunities in India's equity markets. The ETF is not leveraged, meaning it does not use borrowings or financial derivatives to amplify returns, reflecting the performance of its active portfolio without magnification through leverage.

The investment team managing JRIN, led by Lina Nassar and Sonal Tanna, has access to insights from over 50 emerging markets research analysts, covering over 1,000 securities globally. This research-driven approach allows for capitalization on the dynamic opportunities within India's evolving economic landscape.

The active, bottom-up stock selection process is designed to identify companies that will outperform over time. The ETF's strategic positioning emphasizes a research-driven, active overlay on Indian equities within a UCITS ETF structure, making it suitable for investors seeking active exposure to India's growth story with professional asset management.

JRIN is part of J.P. Morgan Asset Management's REI ETF range, which now consists of 14 funds. The launch of the ETF has taken place on four major European exchanges: the London Stock Exchange, Börse Xetra, Borsa Italiana, and SIX Swiss Exchange.

The launch of JRIN is focused on high-growth emerging markets like India, reflecting J.P. Morgan Asset Management's commitment to providing investors with core building block solutions that leverage their fundamentally active research-enhanced investment process. The fund aims to exceed the MSCI India 10/40 Index's long-term return, offering investors an attractive option for accessing India's growth story with a research-driven, active approach.

[1] J.P. Morgan Asset Management, "J.P. Morgan Asset Management Launches India Research Enhanced Index Equity Active UCITS ETF," Press Release, 30 March 2023.

[2] ETF Stream, "J.P. Morgan launches India-focused active ETF," News Article, 30 March 2023.

The strategy of JRIN, a new ETF from J.P. Morgan Asset Management, leverages active management to deliver enhanced returns, where it overweights high-potential securities and underweights overvalued ones, using a 30-year time-tested REI active investment process (finance). Primarily investing in Indian equities, JRIN offers investors an attractive option for actively engaging with India's growth story through professional asset management (asset management).

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