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    1. Emerging Markets Sustainable Equity Fund

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    JPMorgan Funds – Emerging Markets Sustainable Equity Fund 

    Make sustainable choices in emerging markets
     

    Finding sustainable emerging market investments

    Sustainable investing in emerging markets takes in-depth proprietary research. Lack of coverage by major providers of environmental, social and governance (ESG) information, together with lower levels of transparency, means on-the-ground insight is vital. 

    Building a sustainable portfolio

    Emerging Markets Sustainable Equity Fund draws on the local knowledge of a 100-strong team to identify companies with effective governance, superior management of environmental and social issues, and a durable economic model. We use a four-step approach to build a sustainable portfolio.

    Approach Case study
    Approach


    Exclude unsustainable industries

    We exclude certain industries based on norms and principles.
     


    Exclude unsustainable companies

    We exclude the stocks with the worst rankings on our risk profile.
     


    Identify sustainable leaders

    We invest in companies identified by our analysts as sustainable leaders, or as demonstrating improving sustainability characteristics.
     


    Engage with companies

    We engage to understand how companies approach ESG issues, influence behaviour and encourage best practice
     

    View the fund’s price and performance
    Case study

    Good governance pays off in a crisis

    As long-term investors, we view governance as an essential driver of any investment decision. The Covid-19 crisis has highlighted the importance of a strong balance sheet and sound capital allocation decisions, which allow companies to continue to fund both day-to-day operations and the dividend, and put them in a position to come out of the crisis with a stronger position in their respective industries.

    This drives us to three types of companies: 

    1. Stock exchanges: These de facto monopolies have low capital intensity, little or no debt, and are gateways for governance in their local market.

    2. IT services: These businesses are more labour intensive but still capital-light, so are able to keep their labour forces intact without much strain on the business.

    3. Consumer businesses: We like several strong consumer businesses with zero-debt balance sheets.


    Prudent management of capital has always been important, especially in emerging markets. The crisis really highlights the difference between management teams that have paid lip service to this idea, and those that have tried to build a business for the very long term.

     

    VIEW THE FUND’S PRICE AND PERFORMANCE

     

    Key documents for Emerging Markets Sustainable Equity Fund

    Fund story

    The fund’s key features and investment approach in PDF format.

    Download the fund story

    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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