6 min readBy Ron Koren ETF Insider
How does the CIRC ETF work?
The CIRC ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The JPMorgan Funds CIRC issuer operates with a focused mission to identify and invest in companies that are at the forefront of sustainable consumption practices. By employing a thematic approach, the issuer targets companies that contribute to solutions aimed at preserving natural resources, enhancing resource efficiency, and minimizing waste. These efforts encompass various sub-themes including Sustainable Water Systems, Sustainable Agriculture and Food, Sustainable Production Technologies, Sustainable Materials and Design, and Recycling and Re-Use. To achieve its investment objective, the issuer employs an active management strategy, leveraging proprietary systems such as Themebot to identify relevant companies and applying a rigorous sustainable investment inclusion process. This process entails evaluating the environmental and social impact of a company's products and services, assessing associated risks, and scrutinizing governance qualifications. Through engagement and fundamental analysis, the issuer selects securities best positioned for long-term capital appreciation while ensuring adherence to its 80% policy, which mandates substantial investment in companies aligned with sustainable consumption principles. Additionally, the issuer may utilize derivatives and other instruments to manage cash flows and enhance portfolio diversification, underscoring its commitment to sustainable investment practices.
CIRC Dividend, an offering within the JPMorgan Funds, embodies a commitment to delivering sustainable returns to investors while prioritizing environmental and social responsibility. With a thematic focus on companies driving sustainable consumption practices, CIRC Dividend seeks to identify and invest in businesses that are actively contributing to the preservation of natural resources, efficient resource utilization, and waste reduction. Through a meticulous investment process that includes exclusionary screening, proprietary analysis tools like Themebot, and sustainable investment inclusion criteria, the fund selects securities that align with its core principles. Embracing an active management approach, CIRC Dividend engages in ongoing dialogue with portfolio companies to foster positive change and ensure alignment with sustainability objectives. By investing in equities, depositary receipts, and real estate investment trusts (REITs), the fund aims to generate long-term capital appreciation for investors while upholding its dedication to sustainable investment practices.
CIRC Tracking, a component of the JPMorgan Funds suite, epitomizes a steadfast pursuit of sustainable investment opportunities with a focus on tracking indices aligned with environmental and social responsibility. This offering is designed to provide investors with exposure to companies that exhibit strong sustainable consumption practices, aiming to replicate the performance of benchmark indices in this realm. Leveraging a systematic approach, CIRC Tracking employs exclusionary screening criteria and proprietary tools such as Themebot to identify and select securities that meet stringent sustainability criteria. By investing in a diversified portfolio of equities, depositary receipts, and real estate investment trusts (REITs) across both domestic and international markets, CIRC Tracking seeks to deliver competitive returns while promoting sustainable business practices. Through disciplined tracking of designated indices and ongoing monitoring of portfolio constituents, the fund remains dedicated to fostering positive environmental and social impact alongside financial growth for investors.
CIRC Correlation, a key component of the JPMorgan Funds, is designed to navigate the intersection of sustainable investing and correlation strategies, offering investors a unique opportunity to align their portfolios with both financial objectives and environmental and social responsibility. By strategically correlating investments with sustainable consumption themes, this offering aims to deliver competitive returns while promoting positive environmental and social impact. Employing sophisticated correlation strategies and proprietary analysis tools, such as Themebot, CIRC Correlation identifies securities that demonstrate strong alignment with sustainability principles. Through active management and ongoing engagement with portfolio companies, the fund seeks to optimize correlation strategies while staying true to its commitment to sustainable investing. With a focus on diversification and risk management, CIRC Correlation aims to provide investors with a balanced approach to achieving their financial goals while advancing sustainability initiatives.
CIRC Sector, an integral part of the JPMorgan Funds, presents investors with an opportunity to engage in sustainable investing within specific sectors of the economy. This offering targets sectors that are pivotal in driving sustainable consumption practices, aiming to identify companies within these sectors that exhibit strong environmental and social responsibility. Through meticulous sector-specific analysis and proprietary tools like Themebot, CIRC Sector selects securities that align with sustainability criteria while offering potential for financial growth. Employing an active management approach, the fund remains vigilant in monitoring sector trends and engaging with companies to promote sustainable business practices. By investing in sectors such as water systems, agriculture, production technologies, materials and design, and recycling, CIRC Sector seeks to generate returns for investors while fostering positive environmental and social impact within targeted sectors of the economy.
CIRC Exposure, an essential component of the JPMorgan Funds lineup, provides investors with a strategic avenue to gain exposure to companies driving sustainable consumption practices. This offering focuses on identifying and investing in companies that are at the forefront of sustainability efforts, aiming to replicate the performance of indices aligned with environmental and social responsibility. Utilizing advanced analysis tools and exclusionary screening criteria, such as Themebot, CIRC Exposure selects securities that demonstrate a strong commitment to sustainable business practices. Through active management and ongoing engagement with portfolio companies, the fund seeks to optimize exposure to sustainable themes while delivering competitive returns for investors. By investing in a diversified portfolio of equities, depositary receipts, and real estate investment trusts (REITs), CIRC Exposure aims to provide investors with a balanced approach to achieving their financial goals while promoting positive environmental and social impact.
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6 min readThe CIRC ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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