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New JPMorgan Future Transition Multi-Asset Fund
The future transition
Have you ever wondered that the future can be faster than you think? Advances in technologies, such as artificial intelligence (AI), robotics and the Internet of Things (IoT), are paving the way for transformative changes to every aspect of our lives. Everything around us will become more intelligent, communicative and connected.
At J.P. Morgan Asset Management, the “future transition” concept aims to drive and help the societies transition to a better future, making our world more efficient, sustainable and inclusive.
Smart city: improving urban life
Over the next three decades, the global urban population is expected to see an increase of 2.5 billion people, creating a strain on resources. A potential solution to support the growing number of megacities, “smart city” refers to initiatives that use digital and communication technology-based innovation to (i) improve operational efficiency; (ii) enhance the quality of government services and citizen welfare; and (iii) promote overall economic growth.
Autonomous vehicles: enhancing efficiency and safety
Driverless cars are looking more likely to become a reality. With the rise of autonomous vehicles, it is anticipated that roads will be safer and less congested – thanks to the smart technologies that allow for (i) detection of hazards and therefore reduction in collisions caused by human error; and (ii) communication with each other and local infrastructure to operate more seamlessly.
Digital education: personalised and adaptive learning
Digital education is increasingly becoming intertwined with everyday life, especially when the pandemic has prompted the world to rapidly transition to technology-based learning methods. By providing a truly personalised learning experience tailored to an individual’s educational needs, approach and pace, digital education supports not only the young but all learners, allowing organisations to upskill and reskill employees as businesses evolve.
Medical technology: improving patient care
In the face of aging population, exponential increase in expenditure and the need for greater efficiency, the demand for more innovative and cost-effective solutions cannot be clearer. The medical technology (MedTech) market provides advanced solutions to enhance the quality of care for patients, as well as the efficiency and sustainability of healthcare systems, offering early-stage investment opportunities.
Social and environmental development: building a sustainable future
Social and environmental factors are expected to increasingly affect the ability of companies to operate and generate returns today and over the long term. Consequently, our investments also demand a forward-looking approach to capture opportunities arising from the prospect of long-term sustainable financial returns.
The manager seeks to integrate environmental, social and governance (“ESG”) factors in the investment process. ESG integration is the systematic integration of material ESG factors in company/issuer selection through research and risk management. It involves proprietary research on financial materiality of the ESG factors in relation to the relevant company/issuer and discretion to invest regardless of whether the company/issuer may be positively or negatively impacted by the ESG factors. Integration of ESG factors in the Fund’s investment process does not imply the Fund incorporates ESG factors as its key investment focus. The Fund is not authorized as an ESG fund by the Securities and Futures Commission, nor is it being marketed as an ESG fund.
Policy support from governments
The transition towards a better future is a collaborative, multi-stakeholder process across governments, businesses and individuals.
Examples include:
J.P. Morgan Asset Management’s Multi-Asset Solutions Team
Source: J.P. Morgan Asset Management, as of end-June 2021. Includes portfolio managers, research analysts, traders and investment specialists with VP title and above.
Why invest in the JPMorgan Future Transition Multi-Asset Fund?
Please click the fund detail to learn more, including important information.
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JPMorgan Future Transition Multi-Asset Fund: Introduction (only available in Chinese)
01 Mar 2022
JPMorgan Future Transition Multi-Asset Strategy: Eyes on the future with an innovative approach (only available in Chinese)
01 Mar 2022
JPMorgan Future Transition Multi-Asset Strategy: Smart City (only available in Chinese)
01 Mar 2022
JPMorgan Future Transition Multi-Asset Strategy: Autonomous Vehicles (only available in Chinese)
01 Mar 2022
JPMorgan Future Transition Multi-Asset Strategy: Digital Education (only available in Chinese)
01 Mar 2022
JPMorgan Future Transition Multi-Asset Strategy: Medical Technology (only available in Chinese)
01 Mar 2022Load More
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Globally diversified to capture growth potential while managing risks
Capitalising on the future transition trends, the Fund seeks to provide medium- to long-term capital growth by primarily investing in both debt and equity securities whose issuers may benefit from, or contribute to, the transition towards the future world.
As uncertainties persist, it also remains important to maintain resiliency in a portfolio. The Fund is designed to take a flexible approach in asset allocation – taking advantage of growth potential from equities, while diversifying with fixed income to manage risks.
Innovative approach using proprietary AI technology
To convert the future transition trends into opportunities, the Fund’s equity selection leverages ThemeBot, our proprietary technology that combines big data research and artificial intelligence, to identify securities with most relevant exposure to the themes.
- Our investment team establishes the starting universe and themes
- ThemeBot identifies opportunities relevant to the theme with natural language processing, and ranks companies according to textual relevance and revenue attribution
- Our fundamental active research analysts regularly validate and refine ThemeBot’s output
The ability of ThemeBot to analyse hundreds of millions of data sources in a short period of time allows our portfolio managers to make informed decisions more efficiently.
Multiple currency choices
To help meet investors’ need for different currencies, the Fund offers USD, HKD and RMB Hedged classes, with a discretionary monthly distribution* feature available.
* Aim at monthly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital. Refer to important information 3
Forecasts, projections and other forward looking statements are based upon current beliefs and expectations. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated. 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 circumstances and market conditions. Diversification does not guarantee investment returns and does not eliminate the risk of loss.
The manager seeks to integrate environmental, social and governance (“ESG”) factors in the investment process. ESG integration is the systematic integration of material ESG factors in company/issuer selection through research and risk management. It involves proprietary research on financial materiality of the ESG factors in relation to the relevant company/issuer and discretion to invest regardless of whether the company/issuer may be positively or negatively impacted by the ESG factors. Integration of ESG factors in the Fund’s investment process does not imply the Fund incorporates ESG factors as its key investment focus. The Fund is not authorized as an ESG fund by the Securities and Futures Commission, nor is it being marketed as an ESG fund.