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    1. Europe Sustainable Equity Fund

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    JPMorgan Funds – Europe Sustainable Equity Fund 

    Take steps to a sustainable future




     

    Enjoy the benefits of “best-in-class” sustainable investing

    Environmental, social and governance (ESG) factors represent opportunities and risks for investors as companies rise to the challenges of a changing world.

    Our AAA rated (MSCI ESG rating) “best-in-class” Europe Sustainable Equity Fund seeks to capture ESG opportunities, manage ESG risks and contribute to positive change. The fund invests flexibly, across any sector, in search of European companies that are helping to solve today’s most critical sustainability issues.

    JP Morgan | UK Sustainable Equity Freeforms

    Climate change mitigation

    Capital Goods

    Capital goods companies are at the forefront of the transition to a low carbon economy, providing the products needed to help replace fossil fuels with green energy.

    Diverse and motivated workforce

    Banks

    While banks are vital to the provision of the estimated €4 trillion+ in debt financing that is needed for Europe to reach its carbon reduction targets by 2030, many European lenders are also leading the way in building diverse workforces1.

    Social cohesion

    Pharmaceuticals

    Drug makers are increasingly recognising the need to adopt patient-oriented business models that widen access to healthcare in a sustainable and ethical manner.

    Schneider Electric


    A leading global manufacturer of energy management and industrial automation equipment with a business model that is focused on sustainability.

    Monitors its own sustainability objectives on an ongoing basis vs. an internal index and United Nations Sustainable Development Goals - progress is published on a quarterly basis and is audited by a third party.

    Helps its customers meet their sustainability targets with a target to reduce scope 3 emissions – from its suppliers and clients – by 35% by 2030.

    NatWest


    One of only five companies covered by the European Gender Diversity study that has both a female CEO and CFO or COO European Women on Boards, Gender Diversity Index, 2020).

    Has pledged to decarbonise its loan book and stands out for the targets it has set specifically for the financing of renewable energy projects.

    1 Source: Climate finance: a game of trillions, Keefe, Bruyette & Woods Europe, March 2021.

    Novo Nordisk


    Has lowered the price of insulin from $4 to $3 per vial in low- and middle-income countries, where 80% of people with diabetes live, and has set a target to reach 100,000 children with type I diabetes by 2030.

    Has set a 50/50 gender target for its management team after our engagement with the company highlighted a mismatch between women in the workforce (49%) and women in leadership positions (24% in senior management positions).

    We are monitoring progress as the company tackles the causes of the mismatch (structural bias and low turnover), while targets are also tied to short and long-term incentive plans.

    The securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. 

    Gain exposure to Europe’s sustainable leaders

     The fund looks to invest in companies that are taking action to promote resilient ecosystems and/or equal opportunities. The companies we invest in also demonstrate robust governance and strong financial performance.


    Build a portfolio with sustainability at the core

    Our four-step investment framework identifies best-in-class sustainable stocks through rigorous bottom-up research, uses corporate engagement to encourage sustainable leaders to take action where the greatest impact can be achieved, and looks to reduce exposure to, or exclude unsustainable sectors and stocks from the portfolio.  

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    We systematically exclude certain industries to reflect our clients’ values.




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    sustainable-equity-image2

    We exclude companies that breach norms or that we identify as sustainability laggards.




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    sustainable-equity-image3

    We use quantitative research, fundamental analysis and engagement to seek best-in-class companies.


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    sustainable-equity-image4

    We engage on material issues to establish best practice, promote ongoing improvements and encourage positive change.


    See the fund detail

    Key documents for Europe Sustainable Equity Fund

    Five years of sustainable returns

    Our best-in-class approach can help you to do well while doing good.

    Find out more

    Factsheet

    A monthly snapshot of the fund’s key data in PDF format, including performance, ratings and holdings.

    Access the factsheet

    This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to, or purchased, directly or indirectly by US persons. All transactions should be based on the latest available Prospectus, the Key Investor Information Document (KIID) and any applicable local offering document.
     

    These documents together with the annual report, semi-annual report and the articles of incorporation for the Luxembourg domiciled products are available free of charge upon request from your financial adviser, your J.P. Morgan Asset Management regional contact or the Swiss representative of the funds, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich. J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, Switzerland acts as paying agent of the funds. JPMorgan Asset Management (Switzerland) LLC herewith informs investors that with respect to its distribution activities in and from Switzerland it receives commissions pursuant to Art. 34 para. 2bis of the Swiss Collective Investment Schemes Ordinance dated 22 November 2006. These commissions are paid out of the management fee as defined in the fund documentation. Further information regarding these commissions, including their calculation method, may be obtained upon written request from JPMorgan Asset Management (Switzerland) LLC.
     

    This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.

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