JPM Global Macro Sustainable I Acc EUR

Objectives, Process and Policies Objective To achieve a return in excess of its cash benchmark by investing globally in a portfolio of securities with positive E/S characteristics, currencies and using derivatives where appropriate. Securities with positive E/S characteristics are securities from issuers that the Investment Manager believes show effective governance and superior management of environmental and/or social issues. Investment Process Investment Approach Uses an investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. Seeks to provide the majority of its returns through securities with positive E/S characteristics by incorporating ESG factors, exclusions and positioning the portfolio positively towards companies with above average ESG scores. Share Class Benchmark ICE BofA ESTR Overnight Rate Index Total Return in EUR Benchmark uses and resemblance Performance comparison. The Sub-Fund is actively managed without reference or constraints relative to its benchmark. Main investment exposure Invests, either directly or through derivatives, a minimum of 80% of assets in securities with positive E/S characteristics, comprised of equities, debt securities, government debt convertible securities and commodity index instruments. The Sub-Fund may also invest in currencies. Issuers of securities may be located in any country, including emerging markets. The Sub-Fund may invest up to 10% of its assets in onshore PRC securities including China A-Shares through the China-Hong Kong Stock Connect Programmes and onshore debt securities issued within the PRC through China-Hong Kong Bond Connect. The Sub-Fund invests at least 50% of assets in Sustainable Investments, as defined under SFDR, contributing to environmental o

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No