Change to fund name and investment policy – JPM Global Unconstrained Equity
JPMorgan has announced a change to the fund name and investment policy of its JPM Global Unconstrained Equity fund (the "Fund") which will take effect 1 April 2021.
Funds available in our open-architecture products
The Fund features in our open-architecture products and will be subject to changes detailed in the JPMorgan notification document opposite.
Funds available in our defined fund range products
The Fund can be found in our defined fund range products Oracle, Paragon, Quantum, RSP, Hong Kong Preference and Preference. A summary of the changes to the fund name and investment policy are detailed in the tables below.
You can view a copy of the JPMorgan notification document opposite for a detailed breakdown of all the changes.
| Current fund name | New fund name |
|---|---|
| JPM Global Unconstrained Equity | JPM Global Growth
|
| Current investment policy | Revised investment policy |
|---|---|
ObjectiveTo provide long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally.
Investment ApproachUses a fundamental bottom-up stock selection process.
Investment process built on leveraging the insights of a global analyst team to identify attractively valued companies using a quality and growth framework.
Uses a high-conviction approach to finding the best investment ideas with minimal constraints.
| ObjectiveTo provide long-term capital growth by investing primarily in a growth style biased portfolio of companies, globally.
Investment ApproachUses a fundamental bottom-up stock selection process.
Uses a high-conviction approach to finding the best investment ideas with minimal stock, sector and country constraints.
Seeks to identify high quality companies with superior and sustainable growth potential.
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