New JPMorgan Future Transition Multi-Asset Fund

Five key themes shaping our future

Our investment team determines the key themes based on long-term market trends, and adjusts in response to the ongoing development of the future world.

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. 

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.