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    1. JPM US Sustainable Equity Fund

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    JPM US Sustainable Equity Fund

    Scale matters in sustainable investing



    Invest in America’s sustainable leaders

    As US companies adapt their businesses to take greater account of environmental, social and governance (ESG) factors, the US stock market is providing access to a wealth of opportunities for investors seeking sustainable long-term returns.

    However, identifying America’s sustainable leaders can be a challenge. The inconsistent quality of third-party ESG data and the international nature of US large-cap revenues means that only managers with specialist, locally-based investment resources, and genuine global investment coverage, can fully engage with the companies leading America towards a more sustainable future. 

    Access a sustainable US equity portfolio

    The JPM US Sustainable Equity Fund capitalises on the fundamental research capabilities of one of the industry’s most experienced US equity analyst teams, and the insights provided by our dedicated Sustainable Investing Team, to provide investors with a best-in-class sustainable US large-cap equity portfolio.

    Approach Case study
    Approach

    Our approach to investing in sustainable companies

    Our portfolio managers look to invest only in companies that lead their peer groups in respect of their sustainability performance across broad financial and ESG criteria. These sustainable leaders are identified using a clear four-step fundamental research approach:

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    We exclude industries that are unsustainable on values that matter to our clients, including fossil fuels, gambling, tobacco, weapons and adult entertainment.





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    We make norms-based exclusions for companies in breach of the United Nations Global Compact, while we exclude stocks in the worst quintile of companies based on our proprietary sustainability score.



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    We invest in companies identified by our analysts as sustainable leaders within their sectors, or companies that demonstrate improving sustainability characteristics, based on our near-70 question sustainability survey.

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    We use active engagement to understand how companies approach ESG issues, to influence behaviour and to encourage best practice.






    View the fund’s price and performance
    Case study

    Capitalising on global sustainability trends

    The fund looks to invest in US companies that are driving secular global sustainability trends, including decarbonisation of the economy, innovative medicine, sustainable housing, and precision agriculture. Across the board, innovative US companies are at the forefront of the drive towards sustainability.

    For example, when it comes to efforts to decarbonise the economy, the development of electric vehicle technology will be crucial to cut fossil fuel emissions. The fund is able to capitalise on this theme by investing in US stocks across several sectors:

    • Automotive – US carmakers are creating the products to meet the growth in demand for electric vehicles

    • Utilities – Alternative electricity producers are striving to generate the electricity needed to run electric vehicles

    • Information technology – Semiconductor makers are providing innovative autonomy, connectivity and electrification solutions specifically designed for electric vehicles

    • Electrical/industrials – Specialist US energy companies are developing the charging, battery and energy storage technology required to power and run electric vehicles more efficiently 

    Growth of electric vehicles

    Source: J.P. Morgan Asset Management. The securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. Opinions, estimates, forecasts, projections and statements of financial market trends are based on market conditions at the date of the publication, constitute our judgment and are subject to change without notice. There can be no guarantee they will be met

     

    View the fund’s price and performance

    Fund updates and downloads

    Fund story

    The fund’s key features and investment approach in PDF format.

    Download the fund story

    KIID

    Download 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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    The value of investments may go down as well as up and investors may not get back the full amount invested.

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