JPM US Sustainable Equity A Cap $

Objectives, Process and Policies Objective To provide long-term capital growth by investing primarily in US companies with positive E/S characteristics or US companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and/or social issues (Sustainable Characteristics). Investment Process Investment Approach Uses a fundamental, bottom-up stock selection process. Investment process built on leveraging the insights of a team of US sector specialist analysts that seeks to identify attractive sustainable long-term investments Integrates ESG aspects to identify companies with strong or improving Sustainability Characteristics Share Class Benchmark S&P 500 Index (Total Return Net of 30% withholding tax) Benchmark uses and resemblance Performance comparison. The Sub-Fund is actively managed. Though the majority of its holdings (excluding derivatives) are likely to be components of the benchmark, the Investment Manager has broad discretion to deviate from its securities, weightings and risk characteristics. The degree to which the Sub-Fund may resemble the composition and risk characteristics of the benchmark will vary over time and its performance may be meaningfully different. Main investment exposure At least 80% of assets invested in equities of companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics anywhere carrying out the main part of their economic activity, in the US. Companies with positive E/S characteristics and companies that demonstrate improving E/S characteristics are selected through the use of proprietary research and third party data. Fundamental analysis is used to better understand sustainability risks and opportunities that may impact a company. This analysis is also an important driver behind active company engagement and stewardship when seeking t

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No