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Der JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF (Acc) ist bei insgesamt 7 Online Broker(n) sparplanfähig. Bei 2 Anbieter(n) davon ist der ETF aktuell kostenfrei im Sparplan erhältlich. Die Mindestsparrate beträgt 1 €. Der ETF ist nicht VL-fähig.
Wichtige Stammdaten zum JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF (Acc)
Gesamtkostenquote (TER) | 0,25 % |
Indexabbildung | — |
Abbildungsart | Andere |
Ertragsverwendung | Thesaurierend |
Fondsgröße | 504,84 Mio. € |
Fondsauflage | 10.10.2018 |
Fondswährung | USD |
Währungsabsicherung | Nein |
Fondsdomizil | Irland |
Indexname | MSCI World NR USD (23) |
Enthaltene Werte | 776 |
Aktienpositionen | 768 |
Anleihenpositionen | 0 |
Cash und sonstige Positionen | 8 |
Hier findest du alternative Indexfonds zum MSCI World NR USD.
Fondsname | WKN | TER |
---|---|---|
iShares Core MSCI World UCITS ETF (Acc) | A0RPWH | 0,20 % |
Vanguard FTSE All-World UCITS ETF (Dist) | A1JX52 | 0,22 % |
Xtrackers MSCI World UCITS ETF (Acc) | A1XB5U | 0,19 % |
iShares MSCI World UCITS ETF | A0HGV0 | 0,50 % |
Der JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF setzt eine aktive Anlagestrategie ein. Das Ziel ist, die Wertentwicklung des Referenzindex, MSCI World, zu übertreffen. Das Portfolio setzt sich dabei aus weltweiten Unternehmen, einschließlich Schwellenländern, zusammen, wobei nach Fundamentaldaten unterbewertete Titel übergewichtet werden.
Mindestens 51 Prozent der Vermögenswerte sind in Unternehmen mit positiven ökologischen und/oder sozialen Merkmalen investiert, die Verfahrensweisen einer guten Unternehmensführung anwenden. Unternehmen mit erheblichen Geschäftsaktivitäten in den Bereichen Kraftwerkskohle, Waffen oder Tabak sind vom Index ausgeschlossen.
Hier siehst du die Wertentwicklung (inkl. Ausschüttung) des JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF (Acc).
Zeitraum | Performance |
---|---|
1 Woche | +2,71 % |
1 Monat | -4,42 % |
3 Monate | -0,69 % |
6 Monate | -7,01 % |
1 Jahr | +10,56 % |
3 Jahre | +48,92 %(14,20 % p.a.) |
5 Jahre | — |
10 Jahre | — |
Seit Auflage | +58,89 %(13,73 % p.a.) |
Jahr | Performance |
---|---|
Lfd. Jahr | -7,44 % |
2021 | +33,42 % |
2020 | +7,20 % |
2019 | +30,95 % |
2018 | -6,79 % |
2017 | — |
Stand: 17.05.2022. Performance angezeigt in EUR.
Wichtige Risiko- und Analysekennzahlen zum JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF (Acc)
Volatilität | 11,70 %1 Jahr 15,91 %3 Jahre —5 Jahre |
max. Drawdown | -12,93 %1 Jahr -20,82 %3 Jahre —5 Jahre |
Sharpe Ratio | -0,101 Jahr 0,663 Jahre —5 Jahre |
XLM | 30,30 |
Gebühren Sparrate | ||||||
---|---|---|---|---|---|---|
Bank | Unsere Bewertung | Gebührenmodell ETF-Sparplan | min. Sparrate | Aktion-ETF | ||
EMPFEHLUNG | 0,00 € Aktion-ETF: Ja | 1 € | 0,00 € — | Ja | Zum Anbieter * | |
SEHR GUT | 0,00 € Aktion-ETF: Ja | 25 € | 0,00 € — | Ja | Zum Anbieter * | |
SEHR GUT | 1,50 % Aktion-ETF: Nein | 10 € | 0,75 € 1,50 % | Nein | Zum Anbieter * | |
GUT | 1,50 % Aktion-ETF: Nein | 25 € | 0,75 € 1,50 % | Nein | Zum Anbieter * | |
BEFRIEDIGEND | 2,50 % Aktion-ETF: Nein | 50 € | 1,25 € 2,50 % | Nein | Zum Anbieter * | |
SEHR GUT | 1,50 € Aktion-ETF: Nein | 50 € | 1,50 € 3,00 % | Nein | Zum Anbieter * | |
GUT | 1,50 % (min. 1,50 €, max. 14,90 €) Aktion-ETF: Nein | 25 € | 1,50 € 3,00 % | Nein | Zum Anbieter * |
Stammdaten werden bereitgestellt von Morningstar (Aktien, ETFs, Fonds), CoinGecko (Kryptowährungen) und der Isarvest GmbH. Kursdaten sind mindestens 15 Minuten zeitverzögerte Börsenkurse (Aktien, ETFs, Fonds) oder NAV-Kurse (ETFs, Fonds). Realtime-Kurse – sofern verfügbar – stammen von den Anbietern und der Lang & Schwarz (Aktien, ETFs, Fonds) und CoinGecko (Kryptowährungen).
Die Isarvest GmbH übernimmt für die dargestellten Informationen keine Gewährleistung und kann nicht sicherstellen, dass die Daten vollständig und genau sind.