JPM Global Select Equity A Cap EUR Hdg

Objectives, Process and Policies Objective To achieve a return in excess of the global equity markets by investing primarily in companies, globally. Investment Process Investment Approach Uses a fundamental, bottom-up stock selection process. Investment process built on stock level analysis by a global research team. Share Class Benchmark MSCI World Index (Total Return Net) Hedged to EUR Benchmark uses and resemblance Performance comparison. The Sub-Fund is actively managed. The majority of the Sub-Fund's holdings (excluding derivatives) are likely to be components of the benchmark and it is managed within indicative risk parameters that typically limit the Investment Manager's discretion to deviate from its securities, weightings and risk characteristics. As a result, the Sub-Fund will bear a resemblance to 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 At least 67% of assets invested in equities of companies anywhere in the world. At least 51% of assets are invested in companies with positive environmental and/or social characteristics that follow good governance practices as measured through the Investment Manager's proprietary ESG scoring methodology and/or third party data. The Sub-Fund invests at least 20% of assets in Sustainable Investments, as defined under SFDR, contributing to environmental or social objectives. The Sub-Fund excludes certain sectors, companies / issuers or practices from the investment universe based on specific values or norms-based screening policies. These policies set limits or full exclusions on certain industries and companies based on specific ESG criteria and/or minimum standards of business practice based on international norms. To support this screening, it relies on third party provider(s) who identify an issuer's participation in or the revenue which they derive from activities that are i

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No