JPMorgan
JREE.L
IE00BF4G7183
Europe Research Enhanced Index Equity Active UCITS ETF
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About this ETF

The ETF invests in companies that either come from a European country or carry out most of their economic activities in Europe. This fund seeks to generate a higher return than the MSCI Europe. 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
0.24%

Total Expense Ratio per year

Fund Size
€2.92B

Assets under management

Holdings
153

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
17.51
Weighted Fwd P/E
18.39
💰 Revenue Estimates
Current Year CY
+10.85% ⌀ 18 Analysts Coverage
Next Year NY
+8.2% ⌀ 17 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+21.78% ⌀ 17 Analysts Coverage
Next Year NY
+12.1% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
JPMorgan
JPMorgan
Fund Type
ETF
Inception Date
10/10/2018 (8 yrs)
Region
Europe
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
14.3% p.a.
Max Drawdown (5Y)
-19.3%
Sharpe Ratio (5Y)
0.51
Beta Factor
1.02
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (16.9 analysts)
⚠️ Elevated Economic Cyclicality: 53% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 38% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 61% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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