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JPMorgan Investment Funds – 
Global Macro Sustainable Fund

The bigger picture is sustainable

Your capital may be at risk.

Leveraging global macro themes sustainably

Our clients are increasingly looking for investment solutions that reflect not only their financial goals but also their values and beliefs. The Global Macro Sustainable Fund employs our tried and tested macro process sustainably to help investors align their goals with their values.

Building a sustainable portfolio

We leverage the depth and breadth of J.P. Morgan Asset Management’s global research resources to build a focused, flexible sustainable liquid alternatives portfolio. The shared values of our clients are reflected through a three-step approach that combines ESG integration in the research process with systematic exclusions and positive sustainable positioning.

Approach Case study
Approach

ESG integration

Environmental, social and governance (ESG) risks are factored into research and decision making.

Exclusions

Systematic exclusions are applied to certain industries and sectors.

Positive tilt

The portfolio is tilted towards companies and issuers scoring better for sustainability than their peers.

Find out more about the fund
Case study

Capturing change with active inclusions

Exclusions alone can be a blunt instrument, ruling out investment in companies that are playing an important part in the transition to a low-carbon world. Our active approach allows us to apply an inclusion policy alongside our exclusion policy, to capture those companies that are leading the way with positive change.

We currently apply inclusions in the power generation sector, which accounts for around 40% of global greenhouse gas emissions, but where both regulatory pressure and company focus are driving positive sustainable shifts.

We invest in power generation companies that, based on our qualitative assessment, are placing emissions reduction at the forefront of their strategy with investment in renewables, and which, as a minimum, meet two criteria:

1) Planned business development is in line with global warming of below 2 ̊C

2) Current operations do not consist mainly of energy from fossil fuels

As a result of this policy, we invest in several European utilities companies that are pioneering the sustainable agenda.

FIND OUT MORE ABOUT THE FUND

Documents

Exclusion policy

The fund’s current exclusions (subject to periodic changes without advanced notice).

View the current policy

Factsheet

A monthly snapshot of the fund’s key data in PDF format, including performance, ratings and holdings.

Access the factsheet

Key Investor Information Document (KIID)

Legal document you are advised to read to understand the nature and the risks of investing in this fund.

Consult the KIID

This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a 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 products or underlying overseas investments. Past performance and yield are not a reliable indicator 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 products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. 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 EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Investment is subject to documentation, which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Conditions. These documents, together with the annual report, semi-annual report and instrument of incorporation are available free of charge from JPMorgan Asset Management (UK) Limited.

 

This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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