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Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
2. Source: J.P. Morgan Asset Management, as at 28.02.2022. Correlation of the Fund since 30.11.2012. Fund correlation is based on the NAV of the share class C (acc) in EUR with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. Correlation data computed using weekly returns, Friday to Friday. Since people and process change, 30.11.2012. In November 2012 the internal investment process and team changed with no impact on Fund investment policy and objective. Provided for information only, not to be construed as investment recommendation or advice. Investments involve risks, not all investment ideas are suitable for all investors. Past performance is not a reliable indicator of current and future results.
3. Integration of ESG factors in the investment process does not imply it incorporates ESG factors as its key investment focus. Exclusion and inclusion criteria are subject to periodic changes without advanced notice. Please refer to the fund’s product disclosure statement for further details on its objectives. The manager seeks to achieve its stated objectives and there is no guarantee they will be met.FOR WHOLESALE CLIENTS USE ONLY. NOT FOR RETAIL CLIENTS USE OR DISTRIBUTION
This document is not intended to be distributed or passed on, directly or indirectly, to any person who is not a wholesale client as defined in the Corporations Act.
This document contains only factual information, which is not intended to be and must not be taken as financial product advice. Independent advice must be obtained before making any financial decisions.This communication is confidential and intended only for the wholesale clients to which it has been provided. It is not for public or retail distribution or use. It is a promotional document and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.
It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the product(s) or underlying overseas investments. Both past performance and yields are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment product(s), there can be no assurance that those objectives will be met.
To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy.
J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. This document is issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919), the investment manager of the Fund and Perpetual Trust Services Limited (ABN 48000142049) (AFSL 236648) is the Fund’s Responsible Entity. This document is for information purposes only and should not be taken as containing any financial product advice or recommendation. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted. Investors should refer to the Fund’s Product Disclosure Statement and Target Market Determination (available from www.jpmorganam.com.au)to consider whether the Fund is appropriate for them. There can be no guarantee that the target return can be achieved.