An intelligent income solution to navigate an inflationary world
- Largest actively managed equity ETF strategy with AUM of more than $24B1
- Current distribution yield is 7.15%2
- Seeks monthly income and S&P 500 exposure with lower volatility3
- Active management through bottom-up research
JPMorgan Equity Premium Income ETF (JEPI)4, presents opportunities to seek equity market exposure with lower volatility.
JEPI seeks to provide distributable income through a combination of dividends and options premium. The options premium generated can vary depending on market volatility; as volatility increases, the potential for incremental income and upside also increases.
Portfolio managers with over 60 years of combined experience in fundamental equity investing and options strategies.
Defensive equity portfolio employs a proven bottom-up research process with stock selection based on our proprietary risk-adjusted stock ranks.
Options overlay allows for income generation that flexibly adjusts with the market.
Well diversified long-only large cap portfolio that seeks opportunities for income and market upside.
Lower volatility and beta than the S&P 500 Index.
No duration exposure.
Explore an intelligent income solution to navigate an inflationary world.
1 Source: Morningstar, 31 December 2022, USD/AUD spot rate 1.4695
2 Distribution yield of the Australian listed ETF, as at 17 January 2023
3 The fund seeks to meet its stated objectives, there is no guarantee they will be met. Risk management does not imply elimination of risks. Provided to illustrate the investment process. Dividend or returns are not guaranteed. Please refer to offering documents for details on distribution policy. Diversification does not guarantee positive returns or eliminate risks of loss
4 JPMorgan Equity Premium Income (JEPI) is the marketing name of the JPMorgan Equity Premium Income Active ETF (Managed Fund).
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