Investing for a changing world
We share our perspectives of sustainable investing in an overall portfolio.
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Strengthening environmental resilience amid climate change
We have become more aware of the economic impact and risks of climate change. Extreme weather patterns are also affecting our everyday life, including the supply and access of safe drinking water.
Key opportunities we see in companies
Electricity infrastructure: electricity networks
Water infrastructure: water networks & water treatments
Renewables infrastructure: wind, hydropower & solar
Driving a social and inclusive economy amid changing demographics
Rising living standards, alongside a growing and ageing population, are driving demand and growth of quality healthcare, housing and education.
Key opportunities we see in companies
Healthcare infrastructure: healthcare facilities & elderly care homes
Social housing & educational infrastructure: affordable housing & student accommodation
Improving connectivity amid urbanisation
Increasing urbanisation is leading to greater demand for better services and connectivity in cities, presenting opportunities for sustainable infrastructure companies.
Key opportunities we see in companies
Digital infrastructure: data storage & telecommunications tower operations
Transport infrastructure: sustainable railway network
Sustainable logistics: sustainable warehousing & sustainable transportation systems
Why sustainable infrastructure is a unique opportunity?
Navigating the rate-hike cycle
Historically, infrastructure stocks are among the top performers within equity sectors in rate-hike cycles2. However, the share of infrastructure equities in global portfolios have remained low in general. For example, utilities and real estate account for about 6% of the MSCI World Index3. In our view, adding the infrastructure sector to a portfolio could help manage current elevated inflationary pressures.
2. Source: Bloomberg, J.P. Morgan Asset Management. Data reflect most recently available as of 24.06.2022. Represented indices are: MSCI World Infrastructure Index (World infrastructure), MSCI AC World Index (Global equities), S&P 500 Index (US equities), MSCI AC Asia ex Japan Index (AxJ equities), MSCI Europe Index (European equities). World Infrastructure does not represent the performance of JPMorgan Sustainable Infrastructure Fund. “Since 1999” and “3 months after first hike” cover the 4 rate hike cycles of the US from 1999 to 2022 while “12 months after first hike” covers the 3 rate hike cycles of the US from 1999 to 2019. Indices do not include fees or operating expenses and are not available for actual investment. Past performance is not a reliable indicator of current and future results.
Capturing long-term growth opportunities
Investment demand in global infrastructure is on the rise, particularly, sustainable infrastructure. As illustrated below, an estimated US$6 trillion of eco-conscious capital expenditure4 is needed annually to achieve net-zero emissions, infrastructure and clean water goals.
4. Source: IEA, OECD, McKinsey & Company, Goldman Sachs Global Investment Research Report, published in November 2021. Provided for information only to illustrate macro trends, not to be construed as offer, research or investment advice.
Why invest in the JPMorgan Sustainable Infrastructure Fund?
Strategy of Sustainable Infrastructure Fund
(Only available in Chinese)
Essential assets driving the future
Seeking opportunities in eight key infrastructure investment areas across the globe, covering electricity, water, renewables, medical, social housing and education, digital, transport and sustainable logistics.
A high-conviction, sustainable portfolio
Selecting 50-100 global securities with growth potential. Such companies can promote infrastructure development required to drive a sustainable and inclusive economy.
An innovative strategy integrating proprietary artificial intelligence (AI)
Bringing together fundamental and sector-specific insights with expertise in artificial intelligence and data science to develop a portfolio that is designed by data, refined by research and strengthened by sustainability.
Available share classes5
USD: quarterly distribution, monthly distribution, accumulative
HKD: monthly distribution, accumulative
RMB (Hedged): monthly distribution
Driving sustainable investing forward with J.P. Morgan Asset Management
The Sustainable Infrastructure strategy is jointly managed by JPMAM’s International Equity Group and the Quantitative Solutions Team bringing together fundamental and sector-specific insights with expertise in artificial intelligence and data science. We also rely on insights and stewardship from J.P. Morgan Asset Management’s dedicated Sustainable Investing Team.
Best Climate Change Strategy
InsuranceAsia News Institutional Asset Management Awards 20226
Fund House of the Year – Hong Kong
AsianInvestor Asset Management Awards 20227
Honoured for the 3rd straight year
Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice. Forecasts, projections and other forward looking statements are based upon current beliefs and expectations, may or may not come to pass. 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.
Investments involve risks. This includes illustrations of macro trends which may or may not come to pass. Investors should seek professional advice before investing. Please refer to the fund’s offering documents for further details on its objectives. The manager seeks to achieve its stated objectives and there is no guarantee they will be met.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. 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 circumstance and market conditions.
3. Source: MSCI, data as of 31.05.2022
5. Aim at monthly / quarterly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital. Refer to important information 3
6. InsuranceAsia News Institutional Asset Management Awards 2022 are issued by InsuranceAsia News in the year specified, reflecting product performance, business performance, service competency, branding and marketing as at the previous calendar year end.
7. AsianInvestor Asset Management Awards 2022 are issued by AsianInvestor in the year specified, reflecting performance of previous calendar year.