JPMorgan Climate Change Solutions Active ETF (Managed Fund) (ASX: T3MP)
An intelligent climate change investment solution.
An intelligent climate change investment solution
Climate change is one of the biggest challenges we face as a society. But companies around the globe are rising to the challenge.
Climate Change Solutions Fund invests in a high-conviction portfolio of the forward-thinking companies developing and scaling solutions to address the drivers of climate change, tapping into a wave of innovation across sectors and across the market cap spectrum, while supporting a sustainable future for us all.
Expertise
- Brings together fundamental and sector-specific insights with expertise in artificial intelligence and data science to develop a portfolio that is designed by data, refined by research and sustainability-driven.
- Supported by insights and stewardship from a dedicated sustainable investing team.
Portfolio
- Proprietary thematic engine uses natural language processing over a vast data set to identify companies exposed to the sustainable infrastructure theme.
- Fundamental active managers select their highest conviction ideas, investing in long-term, quality companies, supported by solid corporate governance and sustainability practices.
- Excludes the worst offenders – based on revenue driven by tobacco, coal, or weapons, or norms violators.
Results
- A high conviction, unconstrained portfolio of companies leading the way in delivering climate change solutions.
Provided to illustrate macro trends, investment universe and investment process, this is generic information that doesn’t take any specific investor’s circumstances into account not to be construed as offer, research or investment advice. Please refer to offering documents for further details.
To achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.
This product is likely to be appropriate for a consumer seeking capital growth to be used as a small allocation within a portfolio where the consumer has a high risk/return profile and needs daily access to capital. The minimum suggested holding period is 5 years.
Investment Strategy
The Fund aims to achieve its objective by investing primarily in companies globally, including in emerging markets, that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions.
Investment Policy
The Fund will invest at least 80% of the Fund’s assets in equities of companies that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions. Companies are selected in relation to the following key sub-themes with no set weighting limit.
| Sub-Themes | Description |
|
Renewable Energy |
Such as, but not limited to, companies developing clean energy such as wind, solar, or hydro across the full production chain, or enabling electrification across the economy |
| Sustainable Construction | Such as, but not limited to, companies developing less carbonintense forms of construction, including energy efficiency of buildings or cement & steel production. |
|
Sustainable Food & Water |
Such as, but not limited to, companies investing in less carbonintense forms of agriculture, sustainable food, or clean water |
| Sustainable Transport | Such as, but not limited to, companies investing in sustainable forms of transportation across automobiles, trains and planes |
|
Recycling and Re-use |
Such as, but not limited to, companies developing technologies to reduce waste, including equipment and materials recycling, which can conserve resources and reduce GHG emissions |
There are no geographic limits (including emerging markets) on the market exposure of the Fund's assets.
The Fund may invest up to 15% of its assets in onshore PRC securities including China A-Shares through the China-Hong Kong Stock Connect Programmes.
In normal market conditions, the Fund is expected to invest up to 50% of its assets in small capitalisation companies.
However, the Fund may increase its holdings and have significant positions in specific sectors or markets from time to time.
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Before investing, obtain and review the Product Disclosure Statement of the Fund and Target Market Determination (available from https://am.jpmorgan.com/au/) to understand the various risks associated with investing in the Fund and in making any investment decision. Past performance is not a reliable indicator of future performance and investors may not get back the full amount invested. Future performance and return of capital is not guaranteed. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted by JPMorgan Asset Management (Australia) Limited or its affiliates. This document is confidential and intended solely for the person to whom it is provided by the issuer. ETFs have fees that reduce their performance, indexes do not. Investors cannot directly invest in an index. The market price is generally determined using the official closing price of the Fund. Provided for reporting purposes only and should not be considered as offer, research, advice or recommendations to purchase or sell any particular security. Each individual security is calculated as a percentage of the net assets. Holdings in actively managed portfolios are subject to change from time to time. The Fund seeks to achieve its stated objectives, there is no guarantee they will be met. Dividends or returns are not guaranteed. Please refer to offering documents for details on distribution policy. Due to rounding, values may not total 100%. Top holdings, sector and country or region excludes cash. Fund holdings and performance are likely to have changed since the report date. No provider of information presented here, including index and ratings information, is liable for damages or losses of any type arising from use of their information. Information from communications with you will be recorded, monitored, collected, stored and processed consistent with our Australian Privacy Policy available at https://am.jpmorgan.com/au/en/asset-management/adv/privacy-policy/
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26 years with J.P. Morgan / 35 years in the Industry
Francesco Conte, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 1998, Francesco was previously the lead analyst within the Italian Equities Team at Schroder Securities. Francesco obtained a BSc in Economics from the London School of Economics and Political Science.
21 years with J.P. Morgan / 25 years in the Industry
Yazann Romahi, PhD, CFA, Managing Director, is CIO for Quantitative Beta Strategies focused on further developing the firm's factor-based franchise across both alternative beta and strategic beta. Prior to that he was Head of Research and Quantitative Strategies in Multi Asset Solutions, responsible for the quantitative models that help establish the broad asset allocation reflected across Multi-Asset Solutions portfolios globally.
Prior to joining J.P. Morgan Asset Management in 2003, Yazann worked as a research analyst at the Centre for Financial Research at the University of Cambridge and undertook consulting assignments for a number of financial institutions including Pioneer Asset Management, PricewaterhouseCoopers and HSBC. Yazann holds a PhD in Applied Mathematics from the University of Cambridge and is a CFA charterholder.
7 years with J.P. Morgan / 26 years in the Industry
Sara Bellenda, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2017, Sara was an equity research analyst at Fidelity Management & Research covering European real estate and UK homebuilders. Sara holds a MBA in Hospitality Management from Cornell/ESSEC business school and is fluent in Italian, English and French.
6 years with J.P. Morgan / 10 years in the Industry
Jack Featherby, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Europe Small Cap investment team but has additional global small cap responsibilities. An employee since 2018, Jack previously held merger and acquisitions advisory roles with Rothschild and Wells Fargo. Jack holds an MEng in Materials, Economics and Management from the University of Oxford.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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