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JHLOJPMAM / Perpetual · Equity - Global Strategy · Equity · Global ex-Australia · Currency hedged · Active

JPMorgan Global Select Equity (Hedged) Active ETF

Fee p.a.
0.55%
ASX report
Fund size
A$4.8m
12m flow A$0.9m
Yield
3.7%
1 payments / yr
Volatility 3y
15.5%
annualised
Max DD 3y
−17.0%
all-time −17.0%
Listed
2024
29 Apr 2024 · spread 0.28%

Growth of $10,000

Since listing, distributions reinvested
$10k$10k$11k$11k$12k$12k$13k$13k202420252026
$10,000 at listing$12,752 at 3 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
2.9%
0.9%
3 months
2.9%
6 months
5.5%
Year to date
9.2%
1 year
10.6%
9.4%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
11.1%

Total return to 3 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 13.6%Vol 5y 15.5%Max DD 1y −9.8%Max DD 5y −17.0%Best year 7.8%100% positive years

Calendar-year returns

2025
7.8%
2026
9.2%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Global X Ultra Long Nasdaq 100 Complex ETF
1.00%
0.19
Vanguard MSCI Australian Small Companies Index ETF
0.30%
0.19
Betashares Australian Quality ETF
0.35%
0.19
Betashares S&P/ASX Australian Technology ETF
0.48%
0.19
SPDR S&P/ASX 200 ESG ETF
0.05%
0.19
Betashares Global Robotics and Artificial Intelligence ETF
0.57%
0.19
iShares Core MSCI World ex Australia ESG (AUD Hedged) ETF
0.12%
0.18
Vanguard MSCI Index International Shares (Hedged) ETF
0.21%
0.18
Dimensional Australian Core Equity Trust - Active ETF
0.28%
0.18
Betashares Global Shares Currency Hedged ETF
0.11%
0.18
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