Provided for information only based on market conditions as of date of publication, not to be construed as offer, 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.
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.
JPMorgan America Equity Fund is the marketing name of JPMorgan Funds - America Equity Fund.
1. Source: FactSet, MSCI, Standard & Poor’s, J.P. Morgan Asset Management. Data as of 31.03.2024. Price-to-earnings (P/E) ratios are in local currency terms. 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.
2. Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management. “Guide to the markets (US): 1Q 2024.” Data as of 31.03.2024.
3. Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management. “Guide to the markets (US): 1Q 2024.” Data as of 31.12.2023.
4. Source: Bloomberg, J.P. Morgan Asset Management. Data as of 31.03.2024.
5. 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. Actual account allocations and characteristics may differ. Holdings, duration, allocations or exposure in actively portfolio managed portfolios are subject to change from time to time. Investments involve risks. Not all investments, strategies or ideas are suitable for all investors. Investors should make their own evaluation or seek independent advice and review offering documents carefully prior to making any investment.
6. Source: J.P. Morgan Asset Management/RIMES (NAV to NAV and charges applied in denominated currency with income reinvested, taking into account all charges which would have been payable upon such reinvestment). Data as of 31.03.2024. Past performance is not indicative of current or future result. Unless stated otherwise, all information refers to A (dist) – USD Class as at 31.03.2024. Benchmark: S&P 500 Index (Total Return Net of 30% withholding tax). Inception/Launch date: 16.11.1988.
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.