Thematic sustainable funds
The social and environmental challenges we face require bold action and imaginative solutions. Companies engaging in sustainable business activities are receiving powerful tailwinds from secular shifts across industries, creating opportunities for investors to capitalise on long-term themes and help to build a sustainable, equitable future.
Our Sustainable and Inclusive Economy Investment Framework allows us to allocate capital efficiently to the environmental and social challenges we consider most critical. Combining a top-down guidebook that identifies targeted sustainability goals with a bottom-up set of criteria for the inclusion of specific investments, the framework facilitates the intentional deployment of outcome-driven capital at scale.
Climate change solutions
The global response to climate change requires meaningful investment in new and innovative climate solutions. Companies in this theme are developing solutions to address the drivers of climate change.
Key sub-themes
Rising to the climate challenge with our solutions
Ratings are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
The funds seek to achieve their stated objectives, there is no guarantee they will be met. Diversification does not guarantee positive returns or eliminates risks of loss. Not all investments are suitable for all investors. Please refer to offering documents for further details.
JPMorgan Climate Change Solutions ETF (T3MP) is the marketing name of the JPMorgan Climate Change Solutions Active ETF (Managed Fund).
JPMorgan Climate Change Solutions Fund is the marketing name of the JPMorgan Climate Change Solutions Fund - Class A Units.
This information is generic in nature and does not take into account any specific investors’ objectives and should not be treated as offer, research or investment advice. Investors should seek financial advice. Investors should review fund’s Product Disclosure Statement and Target Market Determination (available on https://am.jpmorgan.com/au) to understand the various risks associated with investing in the Fund and in making any investment decision. Risk management does not imply elimination of risks. Provided to illustrate the investment process. Dividend or returns are not guaranteed. ETFs have fees that reduce their performance, indexes do not. Investors cannot directly invest in an index.
ESG Integration is the systematic inclusion of financially material ESG factors, alongside other relevant factors, in investment analysis and investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not by itself change this product’s investment objective, exclude specific types of companies or constrain its investable universe. These products are not designed for investors who are looking for a product that meets specific ESG goals or wish to screen out particular types of companies or investments, other than those required by any applicable law such as companies involved in the manufacture, production or supply of cluster munitions.
Working together for a sustainable future
We endorse and adhere to industry-wide codes of conduct and principles, and collaborate with peers and other stakeholders on sustainability priorities.
Sustainable solutions built on our active heritage
At J.P. Morgan Asset Management, our approach to sustainable investing builds on our long heritage of active management and stewardship, and the expertise of our 200+ analysts, who incorporate ESG factors in their research. We offer a broad range of dedicated sustainable solutions designed to align with the financial goals and values of our clients.
All investments contain risk and may lose value. This advertisement or publication has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. For more detailed information relating to the risks of the Fund, the type of customer (target market) it has been designed for and any distribution conditions please refer to the relevant Product Disclosure Statement and Target Market Determination which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.