Climate change: a sustainable investing megatrend
We discuss five megatrends related to climate change and the investment implications.
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Important Information
JPMorgan Future Transition Multi-Asset Fund
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.
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#AutonomousVehicles #FutureTrend #MultiAssetFund
The development of autonomous vehicles
We are seeing more and more electric cars on the roads, and we believe that self-driving vehicles are likely to become the next big focus. Although autonomous driving is not yet fully available, cars with advanced driver-assistance systems (ADAS) are already in the market. We believe vehicles that incorporate advanced self-driving technology will likely be a key consideration when consumers buy a car.
What are the key technologies behind autonomous vehicles?
Autonomous vehicles generally rely on cameras, sensors, radars, Global Positioning System (GPS), artificial intelligence (AI) and other advanced technologies to operate.
Front ADAS cameras
Smart rear-view mirror with GPS navigation system
Driver monitoring system and vehicle in-cabin monitoring
360° surround-view system with parking guidance
Capturing the potential opportunities in autonomous vehicles
Optimising future world trends, the JPMorgan Future Transition Multi-Asset Fund helps investors capture potential long-term investment opportunities, focusing on the following themes1:
- Long-term trends:
- The market size of partially and fully autonomous vehicles could reach around US$77 billion by 2035.1,2
- By 2035, global sales of fully automonous vehicles could exceed 12 million per year.1,2
- Major potential markets1:
- Self-driving robotaxis (For example, companies that provide autonomous vehicle technological services and soutions.)
- Smart highways and autonomous driving (For example, applying the Internet of Things for road navigation.)
Why invest in the JPMorgan Future Transition Multi-Asset Fund?
Investment opportunities in autonomous vehicles
As of March 2022, investments related to the theme of autonomous vehicles comprised around 20%3 of JPMorgan Future Transition Multi-Asset Fund.
Globally diversified to help capture growth potential while managing risks4
The Fund optimises future transition trends, such as autonomous vehicles. It seeks long-term growth opportunities through flexible multi-asset allocation, while managing portfolio risk4 via a wide range of fixed income instruments..
Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice. Forecasts and estimates are indicative of macro trends, may or may not come to pass.
Diversification does not guarantee investment return and does not eliminate the risk of loss. Yield is not guaranteed. Positive yield does not imply positive return.
Images are for illustrative purposes only. Source: J.P. Morgan Asset Management, 01.05.2022.
1. 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.
2. Source: “Autonomous Vehicle Adoption Study”, Boston Consulting Group, 21.07.2021.
3. Source: J.P. Morgan Asset Management, data as of March 2022. The Fund is an actively managed portfolio; holdings, sector weights, allocations and leverage, as applicable are subject to change at the discretion of the Investment Manager without notice.
4. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
Investment involves risk. Not all investments are suitable for all investors. Past performance is not a reliable indicator of current and future results. Please refer to the offering document(s) for details, including the risk factors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. The opinions and views expressed here are as of the date of this publication, which are subject to change and are not to be taken as or construed as investment advice. Estimates, assumptions and projections are provided for information only and may or may not come to pass. This document has not been reviewed by the SFC. Issued by JPMorgan Funds (Asia) Limited.
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