FCH JPMorgan US Equity Focus I $

The sub-fund's investment objective is to provide long-term capital growth by investing in a concentrated portfolio of US companies. The sub-fund aims to outperform its benchmark, S&P 500 Index (Total return net of 30% withholding tax), over a full market cycle (three to five years). Investments: The sub-fund will mainly invest in equities of companies that are based in, or do most of their business, in the United States of America.The sub-fund may use derivatives for hedging purposes only.Benchmark S&P 500 Index (Total return net of 30% withholding tax). The sub-fund is actively managed by reference to and seeks to outperform the benchmark. The sub-fund is mainly exposed to the issuers of the benchmark, however, the management of the sub-fund is discretionary, and will be exposed to issuers not included in the benchmark. The sub-fund monitors risk exposure in relation to the benchmark however the extent of deviation from the benchmark is expected to be significant. Management Process: The investment process utilizes a fundamental bottom-up security selection process to build a concentrated and high conviction portfolio that seeks to identify the most attractive investment ideas across the value and growth investment universes. The sub-fund may use derivatives for hedging purposes.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No