JPMorgan BetaBuilders Emerging Markets Equity Fund (BBEM)

Overview

The fund is a financial instrument designed to offer investors exposure to the emerging market equities. It aims to match or outperform the performance of its underlying index by investing at least 80% of its assets in the securities that the index comprises. The index in question is structured to be representative of the emerging market equities landscape, being adjusted for free float and weighted according to market capitalization. This methodology ensures that the fund's performance closely aligns with the overall movements and trends within emerging markets, making it a suitable investment vehicle for those looking to diversify their portfolio with international equities.

Products and Services

• Emerging Markets Equity Exposure

  This service offers investors the opportunity to gain exposure to a broad range of equities from emerging markets. By investing in this fund, clients can access a diversified portfolio of stocks from various countries or regions classified as emerging markets. The primary goal is to replicate the performance of the underlying index, which is tailored to capture the investment results of equity securities in such markets.

• Market Capitalization Weighted Index Investment

  The fund employs a passive investment strategy that focuses on securities included in a market capitalization weighted index of emerging markets. This approach aims to benefit from the overall growth potential of these markets while mitigating individual stock volatility. The weighting of the securities ensures that investments are proportionate to the size of each company within the index, thereby optimizing the risk-return profile for investors.

• Free Float Adjusted Securities

  Investment in this fund also means exposure to a free float adjusted methodology for selecting securities. This approach adjusts the market capitalization of companies based on the number of shares available to the public, excluding those held by insiders, governments, or other restricted entities. This adjustment is crucial for providing a more accurate reflection of the market value and liquidity of each company, resulting in a more efficient and transparent investment process.