JPM US Sustainable Equity Fund

This is a new fund launch from JPM, and it follows on from the launch of sustainable strategies for Europe and Emerging Markets. It leverages both the ESG capabilities within the firm and the wider US team. The fund aims to invest in sustainable businesses which have effective corporate governance, and close management of environmental and social issues.

It is a core portfolio with the benchmark being set as the S&P500. It has a low active share class at 65% and therefore will closely mirror the index. The aim is to look at the ESG footprint of a company and therefore select those best-in-class businesses. They believe that those companies which are doing the right things will perform better over time.

They have their own ESG research, and they look to exclude unsustainable industries and businesses and therefore through engagement identify sustainable leaders. Naturally the strategy excludes areas like fossil fuels, gambling, weapons, adult entertainment, and tobacco. With this filter it removes around 20% of the S&P….read more

Fund Facts Morningstar


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