• Income generation: Seeks to deliver a consistent stream of monthly income from dividends and a disciplined options overlay.
• Conservative equity solution: Well-diversified, long-only large cap portfolio with a lower volatility and beta than the S&P 500 Index.
• Total return focus: A strategy dedicated to balancing income with prospects for capital appreciation.

Fund inception date: 29/10/2024

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

The products mentioned in this document have been registered for public distribution in certain jurisdictions, which may include EEA countries, Switzerland and the UK. Certain share classes may not be authorised or their offering may be restricted in your jurisdiction. It is each investor's responsibility to ensure compliance with local laws and regulations. Please contact your J.P. Morgan Asset Management representative or refer to the latest available Prospectus, the Key Information Document (KID) and any applicable local offering document for further information. Prior to investing in a product, 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, KID and any applicable local offering document. 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For UK only: Sustainability-related terms in this communication follow J.P Morgan Asset Management’s methodologies and application of the EU Sustainable Finance Disclosure Regulation, not the UK Sustainability Disclosure Requirements and investment labels regime. The product is authorised overseas, but not in the UK. The UK Financial Ombudsman Service is unlikely to be able to consider any related complaints and any claims for losses are unlikely to be covered under the UK compensation scheme.

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