JPM Green Social Sustainable Bond D Cap $ Hdg

Objectives, Process and Policies Objective To achieve a long-term return in excess of the Benchmark by investing primarily in debt securities where proceeds are directed to projects and activities that contribute towards a sustainable and inclusive economy. Investment Process Investment Approach Uses a globally integrated research driven investment process that focuses on analysing fundamental, quantitative and technical factors across countries, sectors and issuers. Has sustainable investment as its objective, underpinned by a robust risk management and governance framework. Utilises proprietary framework, aligned with industry recognised standards, to identify sustainable issuances that contribute to a sustainable and inclusive economy. Share Class Benchmark Bloomberg Global Aggregate Green Social Sustainability Bond 1-10 Year Index Hedged to USD Benchmark uses and resemblance Performance comparison. Basis for relative VaR calculations. The Sub-Fund is actively managed. The majority of issuers in the Sub-Fund are likely to be represented in the benchmark because the Investment Manager uses it as a basis for portfolio construction, but has some discretion to deviate from its composition and risk characteristics within indicative risk parameters. The Sub-Fund will resemble the composition and risk characteristics of its benchmark; however, the Investment Manager's discretion may result in performance that differs from the benchmark. Main investment exposure Invested in a portfolio of investment grade debt securities which have been labelled as "green", "social", "sustainable" and "sustainability-linked" or other similar debt securities. The debt securities may be issued by governments and their agencies, state and provincial governmental entities and supranational organisations and corporations. The debt securities may include up to 20% of assets in MBS/ABS and up to 15% of assets in below investment grade debt securities. Issuers may be located anywhere in the worl

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No