1. Seeking income as the outcome

JEPG seeks to generate monthly distributable income through dividends from the underlying equities and premiums from selling index call options. In exchange for the option premiums, the portfolio may forgo a portion of the market’s potential upside*.

2. A defensive and diversified portfolio of global stocks

JEPG leverages a time-tested, bottom-up fundamental research process to construct a defensive, lower volatility portfolio of global stocks relative to the benchmark.

3. Income opportunities with less direct exposure to credit, duration and interest rate risks

Options overlay helps to reduce the strategy’s exposure to credit, duration and interest rate risks – risks that are typically associated with bonds. JEPG may be a useful lower volatility complement to, or replacement for, traditional income-yielding investments.

*There is no guarantee that companies that can issue dividends will declare, continue to pay, or increase dividends. Market participation is any capital appreciation/depreciation less the forgone upside. There is a potential to forego some capital appreciation as a result of writing call options. Estimated income is not guaranteed and does not imply positive return.