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    1. Future Transition Multi-Asset Fund

     
    Important Information
    1. The Fund invests primarily (i.e. at least 70% of its total net asset value) in debt and equity securities (directly or indirectly through collective investment schemes) whose issuers may benefit from, or contribute to, the transition towards the future world. The Fund will have limited Renminbi (RMB) denominated underlying investments.
    2. The Fund is therefore exposed to a range of investment related risks which includes risks associated with the Fund’s investment strategy (including risks associated with future transition concept, its sub-themes and changing market trends, risks associated with concentration in a single theme and/or sub-theme and risks associated with the use of big data and artificial intelligence technique), dynamic asset allocation strategy, debt securities (including downgrading risk, below investment grade/ unrated investment risk, credit risk, interest rate risk, valuation risk, volatility and liquidity risk),  equity, emerging markets, investing in other collective investment schemes, concentration, currency, derivatives, liquidity, hedging, class currency and  currency hedged classes.  In addition, RMB hedged classes expose to risks associated with the RMB currency and currency hedged classes risks. RMB is currently not freely convertible and RMB convertibility from offshore RMB (CNH) to onshore RMB (CNY) is a managed currency process subject to foreign exchange control policies of and restrictions imposed by the Chinese government. There can be no assurance that RMB will not be subject to devaluation at some point. The Manager may, under extreme market conditions when there is not sufficient RMB for currency conversion and with the approval of the Trustee, pay redemption monies and/or distributions in USD.
    3. Where the income generated by the Fund is insufficient to pay a distribution as the Fund declares, the Manager may at its discretion determine such distributions may be paid from capital including realised and unrealised capital gains. Investors should note that the payment of distributions out of capital represents a return or withdrawal of part of the amount they originally invested or from any capital gains attributable to that original investment. Any payments of distributions by the Fund may result in an immediate decrease in the net asset value per unit. Also, a positive distribution yield does not imply a positive return on the total investment. The distribution amount and net asset value per unit of a currency hedged class may be adversely affected by differences in the interest rates of the reference currency of the relevant currency hedged class and the Fund’s base currency, resulting in an increase in the amount of distribution that is paid out of capital and hence a greater erosion of capital than other classes of units.
    4. Investors may be subject to substantial losses.
    5. Investors should not solely rely on this document to make any investment decision.

    EYES ON THE FUTURE WITH AN INNOVATIVE ASSET ALLOCATION STRATEGY

    Which is why JPMorgan Future Transition Multi-Asset Fund harnesses our innovative and proprietary ThemeBot artificial intelligence tool to seek out opportunities in evolving future transition trends, investing dynamically across asset classes globally to help capture long-term capital growth while striving to manage risks effectively.

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    New JPMorgan Future Transition Multi-Asset Fund

    • Five key themes shaping our future
    • Why invest in the 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.

    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.


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    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. 


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    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.


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    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.


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    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.


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    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.


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    Policy support from governments

    The transition towards a better future is a collaborative, multi-stakeholder process across governments, businesses and individuals. 

    Examples include:

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    Related article

    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)

    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)

    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)

    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)

    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)

    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)

    JPMorgan Future Transition Multi-Asset Strategy: Medical Technology (only available in Chinese)

    01 Mar 2022


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    Disclaimer

    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

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    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.

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