JSS Sustainable Equity Future Health C Cap CHF

Investment Objective The investment objective of JSS Sustainable Equity - Future Health (the "Sub-Fund") is to achieve long-term capital growth. Investment Policy The assets of the Sub-Fund are mainly invested worldwide either directly (min. 67% of the Sub-Fund's assets) or indirectly in equity securities that offer an exposure to one or multiple emerging and transformational health trends. The Sub-Fund invests in leading companies and niche players whose products and services contribute to the improvement of health outcome and the dampening of rising healthcare costs. The majority of the investments are made in healthcare companies with a strong focus on technology, prevention and quality control across all healthcare industries. In order to underpin the "Future Health" investment theme, the Sub-Fund may also invest in leading companies outside of the healthcare sector which are exposed amongst others to nutrition, activity, senior living and health related technology trends. The Sub-Fund promotes environmental and social characteristics according to SFDR Art. 8, but does not have a sustainable investment objective according to SFDR Art. 9. For further information of the Sub-Fund under the SFDR, investors are referred to the SCHEDULE V "SFDR Disclosures". The Sub-Fund is actively managed without replicating any benchmark. However, the Sub-Fund is managed with reference to MSCI World NR Index (the "Benchmark"). The Sub-Fund's portfolio composition is not restricted to the composition of the Benchmark. The Investment Manager may discretionarily select securities not included in the Benchmark in order to exploit specific investment opportunities. In addition, the Investment Manager integrates fundamental investment principles, such as financial metrics, sustainability aspects or liquidity requirements, which lead to a deviation from investable Benchmark components. The holdings and their weightings in the Sub-Fund's portfolio will diverge from the weightings of the se

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No