Based on 'JPMorgan’s 2026 Long-Term Capital Market Assumptions' and their current UCITS ETF offerings. Testing by creating a UCITS-compliant portfolio, which by their assumptions can capture the projected 6.4–6.9% annual return by blending global equities, bonds, and alternatives. The mix reflects JPMorgan’s outlook favouring active management, diversification into alternatives, and exposure to technology-led growth within a 60/40+ framework.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
JPGL.XETRA JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating • IE00BJRCLL96 | ETF | 35.0% | 0.19% |
JEIG.XETRA JPMorgan Global IG Corporate Bond Active UCITS ETF EUR Hedged (acc) • IE00048C5NZ0 | ETF | 15.0% | 0.25% |
JREU.XETRA JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc) • IE00BF4G7076 | ETF | 15.0% | 0.2% |
JAGE.XETRA JPMorgan Active Global Aggregate Bond UCITS ETF EUR Hedged (acc) • IE000PQQLZM7 | ETF | 10.0% | 0.3% |
JREZ.XETRA JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) • IE00004PGEY9 | ETF | 10.0% | 0.25% |
IPRE.XETRA iShares European Property Yield UCITS ETF EUR (Acc) • IE00BGDQ0L74 | ETF | 7.0% | 0.4% |
DRUP.XETRA Amundi MSCI Disruptive Technology ESG Screened ETF Accumulation EUR • LU2023678282 | ETF | 5.0% | 0.45% |
JEGA.XETRA JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) • IE000WX7BVB0 | ETF | 3.0% | 0.35% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +3.6% | -4.7% | +4.2% | +3.0% | +2.1% | -0.5% | +0.5% | -0.4% | +0.6% | - | - | +9.7% |
| 2025 | - | - | - | - | +0.2% | +0.2% | +2.3% | +0.1% | +1.3% | +2.1% | +0.8% | -0.0% | +7.2% |