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    1. JPM US Sustainable Equity Fund

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    JPMorgan Funds - US Sustainable Equity Fund

    Scale matters in sustainable investing
     

    Invest in America’s sustainable leaders

    As US companies adapt their businesses to take greater account of environmental, social and governance (ESG) factors, the US stock market is providing access to a wealth of opportunities for investors seeking sustainable long-term returns.

    However, identifying America’s sustainable leaders can be a challenge. The inconsistent quality of third-party ESG data and the international nature of US large-cap revenues means that only managers with specialist, locally-based investment resources, and genuine global investment coverage, can fully engage with the companies leading America towards a more sustainable future. 

    Access a sustainable US equity portfolio

    The JPM US Sustainable Equity Fund capitalises on the fundamental research capabilities of one of the industry’s most experienced US equity analyst teams, and the insights provided by our dedicated Sustainable Investing Team, to provide investors with a best-in-class sustainable US large-cap equity portfolio.

    Approach Case study
    Approach

    Our approach to investing in sustainable companies

    Our portfolio managers look to invest only in companies that lead their peer groups in respect of their sustainability performance across broad financial and ESG criteria. These sustainable leaders are identified using a clear four-step fundamental research approach:

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    We exclude industries that are unsustainable on values that matter to our clients, including fossil fuels, gambling, tobacco, weapons and adult entertainment.





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    We make norms-based exclusions for companies in breach of the United Nations Global Compact, while we exclude stocks in the worst quintile of companies based on our proprietary sustainability score.



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    We invest in companies identified by our analysts as sustainable leaders within their sectors, or companies that demonstrate improving sustainability characteristics, based on our near-70 question sustainability survey.

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    We use active engagement to understand how companies approach ESG issues, to influence behaviour and to encourage best practice.






    View the fund’s price and performance
    Case study

    Capitalising on global sustainability trends

    The fund looks to invest in US companies that are driving secular global sustainability trends, including decarbonisation of the economy, innovative medicine, sustainable housing, and precision agriculture. Across the board, innovative US companies are at the forefront of the drive towards sustainability.

    For example, when it comes to efforts to decarbonise the economy, the development of electric vehicle technology will be crucial to cut fossil fuel emissions. The fund is able to capitalise on this theme by investing in US stocks across several sectors:

    • Automotive – US carmakers are creating the products to meet the growth in demand for electric vehicles

    • Utilities – Alternative electricity producers are striving to generate the electricity needed to run electric vehicles

    • Information technology – Semiconductor makers are providing innovative autonomy, connectivity and electrification solutions specifically designed for electric vehicles

    • Electrical/industrials – Specialist US energy companies are developing the charging, battery and energy storage technology required to power and run electric vehicles more efficiently 
    Growth of electric vehicles

    Source: J.P. Morgan Asset Management. The securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. Opinions, estimates, forecasts, projections and statements of financial market trends are based on market conditions at the date of the publication, constitute our judgment and are subject to change without notice. There can be no guarantee they will be met

    Fund updates and downloads

    Factsheet

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

    Access the factsheet

    Exclusion Policy

    The fund's current exclusions (subject to periodic changes without advanced notice).

    View the current policy

    For Professional Clients / Qualified Investors only – not for Retail use or distribution.

     

    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 in English free of charge upon request from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser, your J.P. Morgan Asset Management regional contact or at https://am.jpmorgan.com. A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights. J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. 

     

    In Switzerland, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, 8 Rue de la Confédération, 1204 Geneva, 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. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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