What’s in your BUX Prime Investment Plan

Stocks & ETFs

BUX Prime Investment Plans are model portfolios created by the experts at J.P. Morgan using their active ETFs. Here’s an at-a-glance guide to the ETFs included in the plans, and the role they play.

Bonds

Aggregate Bond

Aggregate Bond active ETFs use J.P. Morgan Asset Management’s active fixed income expertise to invest in high-quality bonds, which have the potential to perform well when stocks are doing badly, helping to reduce losses in a portfolio. JAGE is included in the BUX Prime Conservative, Moderate and Adventurous Plans, and JEGG is included in the BUX Prime Income Plan.

• JAGE JPM Global Aggregate Bond Active UCITS ETF
  Invests in the global fixed income universe
• JEGG JPM Euro Aggregate Bond Active UCITS ETF
  Invests in the European fixed income universe

Corporate Bond

J.P. Morgan Asset Management’s Corporate Bond active ETFs invest in high-quality corporate bonds; specifically JR15 invests in Euro-denominated bonds with maturities between one and five years.  JR15 is included in the BUX Prime Conservative Plan.

• JR15 JPM EUR 1-5 yr IG Corporate Bond Active UCITS ETF

High Yield

J.P. Morgan Asset Management’s High Yield active ETFs take a selective approach to bonds issued by companies with a lower credit rating, which can potentially provide higher returns to compensate for the higher risk. JPHY is included in the BUX Prime Conservative, Moderate, Adventurous and Income Plans, while JEYE is included in the BUX Prime Income Plan.

• JPHY JPM USD High Yield Bond Active UCITS ETF
  Invests in the US high yield market
• JEYE JPM EUR High Yield Bond Active UCITS ETF
  Invests in the European high yield market

Stocks

Research Enhanced Index (REI) ETFs

REI ETFs are the growth engine of Prime Plans. They aim to deliver better returns than passive ETFs through J.P. Morgan Asset Management’s active management expertise. 

The REI ETFs in the plans cover all major stock markets, including the world’s largest developed markets and innovative, faster-growing emerging markets. One or more of the REI ETFs are included in the BUX Prime Conservative, Moderate and Adventurous Plans.

• JREG JPM Global REI Equity Active UCITS ETF 
• JREE JPM Europe REI Equity Active UCITS ETF 
• JREJ JPM Japan REI Equity Active UCITS ETF 
• JREU JPM US REI Equity Active UCITS ETF 
• JREM JPM Global Emerging Markets REI Equity Active UCITS ETF

Equity Premium Income

Equity Premium Income active ETFs take an innovative approach to providing income. They combine a portfolio of stocks with options to aim for lower volatility and consistent income. In rising markets, this approach may limit some of the upside, but in falling markets, the income from options can help cushion losses.

• JGPI    JPM Global Equity Premium Income Active UCITS ETF
  Invests in global stocks
• JEIP     JPM US Equity Premium Income Active UCITS ETF
  Invests in US stocks
• JEQP   JPM Nasdaq Equity Premium Income Active UCITS ETF
  Invests in stocks within a Nasdaq 100 portfolio. The Nasdaq 100 index represents 100 of the largest non-financial companies on the Nasdaq, and is known for its focus on technology and innovation.

Learn more about the role of these different ETFs in your BUX Prime Investment Plan here.

Investing involves risks. Prime Investment Plans, created by J.P. Morgen Asset Management, solely offer general initial allocation of financial instruments that are completely modular. BUX offers execution-only services only and does not provide investment advice.