ETFPanda

JPM Global Equity Premium Income UCITS ETF

JEGP · IE0003UVYC20 · LSE
JPMorganTracks Actively managed — MSCI World Index reference
$27.46
+0.21% today
60 sessions · price data is free, always
ISIN
IE0003UVYC20
Ticker
JEGP
Theme
Covered Call
TER
0.35%
Fund size
€1.7B
Replication
Physical
Distribution
Dist
Currency
USD
Inception
2023

Liquidity & flows

PRO
Avg. daily volume
Avg. bid–ask spread
1M fund flows
Holdings
214
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Fund profile

Sample reference data
Benchmark index
Actively managed — MSCI World Index reference
Index provider
Not applicable — actively managed
Replication
Physical — full replication, optimised sampling on the long tail
Rebalancing
Continuous — portfolio manager discretion
Securities lending
Up to 100% of NAV permitted, typically under 10% on loan
Legal structure
Open-ended ICAV / plc sub-fund
Domicile
Ireland
UCITS
Yes — UCITS V compliant
SFDR classification
Article 9 — sustainable investment objective
Income treatment
Distributing — income paid out in cash
Distribution frequency
Monthly
Currency hedging
No — unhedged, currency risk is carried by the investor
Withholding tax
15% US treaty rate on US dividends, no Irish withholding on payouts
UK reporting status
Yes
Savings plans
Available at most German and Austrian brokers
Share class launch
June 2023
Fiscal year end
30 June
Depositary / custodian
BNY Mellon Fund Services (Ireland)

Listings & identifiers

Sample cross-listings
WKN
IELCGD
SEDOL
0EXLJ2M
Valoren
55529199
Bloomberg
JEGP IM
ExchangeTickerTrading currencyListing
LSEJEGPUSDPrimary
LSEJEGPpGBPCross-listing
Borsa ItalianaJEGPEURCross-listing
SIX SwissJEGPCHFCross-listing
Euronext AmsterdamJEGPEURCross-listing

Top holdings

Top 10 = 48.1% of the fund · sample data
  1. 1NVIDIA7.69%
  2. 2Apple6.84%
  3. 3Microsoft6.09%
  4. 4Amazon5.42%
  5. 5Alphabet4.82%
  6. 6Meta Platforms4.29%
  7. 7Broadcom3.82%
  8. 8Taiwan Semiconductor3.40%
  9. 9Novo Nordisk3.03%
  10. 10ASML2.69%

214 positions in total — the remaining 51.9% sits in the long tail.

Risk, return & total cost

Sample figures — not investment advice
SRRI risk score
6 of 7
3Y volatility
14.5%
Max drawdown
−22.5%

Performance history

PRO
1Y total return
3Y annualised
Tracking difference
Sharpe ratio

What you actually pay each year

Ongoing charge (TER)
0.35%
Portfolio transaction costs
0.04%
of which index licence fee
0.01%
Estimated total cost
0.39%

Excludes your broker's commission and the bid–ask spread you pay on the way in and out.

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