JGBL is a core global equity ETF combining index diversification with insights from over 40 analysts, delivered with low tracking error.
Where this fits
- Bridging passive and active investing
- Designed for core allocations
- Benchmark-aware, not unconstrained
- Stays close to the MSCI World Index
What do existing approaches miss?
| MSCI World ETF | JGBL |
|---|---|
| Market-cap weighted | Fundamentally informed weighting |
| Passive replication | Active stock selection |
| Reflects popularity | Reflects fundamentals |
| Rules based | Research based |
| JGBL keeps the diversification of the index, but improves how weights are assigned. |
|
| Traditional Active Fund | JGBL |
|---|---|
| Concentrated | 125–275 holdings |
| Higher tracking error | ~1.5% target |
| Sector bets | Sector neutral |
| Typically, higher fees | 0.30% TER |
| JGBL provides the benefits of active management delivered with low tracking error to MSCI World. | |
How the portfolio is built
-
01 Fundamental
Research -
02 Analyst insights
pooled -
03 ESG integration
-
04 Risk‑controlled
portfolio optimisation
Active risk is concentrated in stock selection,
not macro economics or sector positioning.
>40
equity analysts across global markets
18
years average experience per analyst
Global
research coverage across all major markets
$37bn
equity research strategies AuM, 31 Dec 2025
Multiple
strategy outperformance across investment cycles
20+
year research heritage
Active risk is intentionally concentrated in stock selection
What it does
- Tracks global equity markets closely
- Seeks incremental improvement via stock selection
- Aims to deliver benchmark outperformance
- Focuses on minimising unintended risk
What it does NOT do
- Does not protect in market drawdowns
- Does not make macro or sector calls
- Will not materially deviate from MSCI World Index
For illustrative purposes only, actual results may vary.
Active platform, global reach
Active platform, global reach
A truly global, actively managed equity platform, investing with high-conviction across all regions and styles.
Focused investment expertise
Focused investment expertise
Our experienced equity specialists drive research-driven strategies. Their focused expertise allows for agile decision-making.
A history of delivering performance for clients
A history of delivering performance for clients
As a pure active asset manager, our mission is to deliver long-term, risk-adjusted returns that exceed benchmarks and peer averages.