Aligning investments with values

In a fast-changing world, sustainability is a growing concern for our clients.
Many investors have twin goals: to generate returns, and to do so in a way that aligns with their values.

We are committed to incorporating the management of risks associated with environmental, social and governance (ESG) factors across our entire investment platform. For investors who want to express their values explicitly in their portfolios, we offer a broad range of sustainable investment capabilities.

ESG integration

We recognise that the way companies manage ESG issues can have a significant impact on their long-term performance. Our ESG-integrated strategies use a proprietary forward-looking framework to consider material ESG information as part of the investment decision-making process.

   

310 integrated strategies

across equities, fixed income, alternatives and liquidity

   

USD 1.2 trillion

in ESG integrated assets under management

   

Source: J.P. Morgan Asset Management; data as of 30 June 2019.


Sustainable investment capabilities for specific client goals


Our sustainable investment capabilities are designed to align with your financial and non-financial goals. We offer a spectrum of approaches, from screening out companies in specific industries to investing with the primary goal of achieving environmental or social benefits.

Selected funds to help you build a sustainable portfolio


   


JPM Europe Research Enhanced Index Equity (ESG) UCITS ETF


View price and fund facts ►

   


JPMorgan Funds – Global Bond Opportunities Sustainable Fund


Find out more ►

   


JPMorgan Investment Funds – Global Macro Sustainable Fund


Find out more ►

   

Supporting information

   

Sustainable investing statement

Learn more about our sustainable investing commitment and our approach across asset classes.


Download now ►
   

Proxy voting guidelines
 

We publish our proxy voting guidelines and provide proxy records for our funds on an annual basis.


View the current guidelines ►
   

Our PRI scores
 

We are rated A+ in the United Nations PRI Assessment 2019 according to the United Nations-supported Principles for Responsible Investment; as of July 2019.

   

Cumulative performance for the share class A (acc) - EUR. Past performance is not an indication of future performance.
Fund performance is shown based on the NAV of the share class A (acc) - EUR with income (net) reinvested including actual ongoing charges excluding entry and exit fees.


Investment objective

Share class
JPM Global Macro Sustainable A (acc) - EUR
ISIN
LU2003419707
Benchmark
ICE 1 Month EUR LIBOR
Fund manager(s)
Shrenick Shah
Fund launch date
30.08.19
Fund size
EUR 593,3m
Morningstar rating
Not rated
Maximum Total Expense Ratio
1,45%
Assets Under Management as of 13.12.2019

Investor profile: Investors in this Fund should have at least a five year investment horizon.

     

MAIN RISKS




The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read Risk Descriptions for a full description of each risk.


Investment Risks Risks from the Sub-Fund's techniques and securities

Techniques
Derivatives
Concentration
Hedging
Short positions
Securities
Convertible securities
Debt securities
- Below investment grade debt
- Investment grade debt
- Government debt
- Unrated debt


Emerging markets
Equities

Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities above

Currency
Credit
Interest rate
Liquidity
Market

Outcomes to the Shareholder Potential impact of the risks above


Loss Shareholders could lose some or all of their money.
Volatility Shares of the Sub-Fund will fluctuate in value.
Failure to meet the Sub- Fund's objective.





Disclaimer


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 JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact. 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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