JPMorgan
JRDZ.L
IE000783LRG9
Eurozone Research Enhanced Index Equity Active UCITS ETF
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About this ETF

The ETF invests in companies from Eurozone countries. This fund seeks to generate a higher return than the MSCI EMU. In addition, the fund management avoids companies whose ESG performance has a negative impact on operations or whose business practices do not conform to the fund management's standards.

TER
0.25%

Total Expense Ratio per year

Fund Size
€568.81M

Assets under management

Holdings
110

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
17.76
Weighted Fwd P/E
13.48
💰 Revenue Estimates
Current Year CY
+13.07% ⌀ 18 Analysts Coverage
Next Year NY
+9.92% ⌀ 18 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+21.34% ⌀ 17 Analysts Coverage
Next Year NY
+14.43% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
JPMorgan
 JPMorgan
Fund Type
ETF
Type
Actively Managed
Inception Date
04/26/2022 (4 yrs)
Index Group
JP Morgan Eurozone Research Enhanced Index Equity Active
Index
JP Morgan Eurozone Research Enhanced Index Equity Active
Region
Europe
Country
-
Sector
-
Strategy
Social / Environmental
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16221.0% p.a.
Max Drawdown (5Y)
-99.0%
Sharpe Ratio (5Y)
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (17.1 analysts)
⚠️ Elevated Economic Cyclicality: 54% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 43% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 58% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Elevated Short-Term Volatility: 3Y volatility (19697.5%) is noticeably higher than the 5Y average (16221.0%).
🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (16221.0% p.a.).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -99.0% in the extended horizon.
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