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JHPI

Actively managedUS Shares

JPMorgan Equity Premium Income (Hedged) Complex ETF

About this ETF

The Fund seeks to meet its investment objective by investing substantially all of its assets in the JPMorgan Equity Premium Income ETF (“Underlying Fund”), which is an exchange traded fund that is traded on the NYSE Arca exchange (“NYSE Arca”) and denominated in USD.

IssuerJPMorgan
Management fee (MER)0.40% p.a.
Inception date25 May 2023
BenchmarkS&P 500 Hedged NR AUD

Scout Score

66/100
Ranked #4 of 5 in active US Shares

An independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.

Cost100
Diversification—
Liquidity13
Fund Strength35
Performance—
Income100

Strengths

  • Low fee — 0.40% p.a., cheaper than 100% of active US Shares funds.
  • Attractive yield — 0.00%, higher than 100% of active US Shares peers.

Weaknesses

  • Lower liquidity — 0.38% bid/ask spread, wider than 87% of active US Shares peers.
  • Small fund — $9M in assets, smaller than 65% of active US Shares funds, which can mean wider spreads.