JPMorgan Sustainable Infrastructure Active ETF (Managed Fund) (ASX: JPSI)
Designed to invest in companies providing the infrastructure to support a sustainable and inclusive economy.
Building a more sustainable future
Structural changes such as climate change, demographic shifts and urbanisation are creating huge demand for infrastructure, requiring trillions of dollars a year in global infrastructure investment. This presents a unique opportunity to invest in the essential assets that can help us build a more sustainable future.
Sustainable Infrastructure Fund builds a high-conviction portfolio of companies providing the infrastructure to support a sustainable and inclusive economy. Key sub-themes include environmental resilience, social infrastructure and improved connectivity.
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 sustainable infrastructure.
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.
Provided to illustrate macro trends, investment universe and investment process, this is generic information that doesn’t take any specific investor.
To achieve a return through investing at least 80% of the Fund’s assets in equity securities of companies with exposure to the theme of sustainable infrastructure.
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.
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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 am.jpmorgan.com/au/en/asset-management/adv/privacy-policy/
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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.
15 years with J.P. Morgan 15 years in the Industry
Wei (Victor) Li, PhD, CFA, Executive Director, is Head of Equity and Alternative Beta Research and a portfolio manager in the Quantitative Beta Strategies group, based in London. Victor's primary responsibilities include the oversight of the team's research agenda, model development and portfolio management for both Alternative beta and Strategic Beta suite of products.
He was previously a member of the quantitative research team in Multi-Asset Solutions, focusing on quantitative asset allocation, systematic and factor-based investment strategies. Prior to joining the firm in 2010, Victor completed a PhD in Signal Processing at Imperial College London, where he was also employed as a research assistant. Victor additionally has an MSc with Distinction in Communications Engineering from the University of Manchester, a BEng in Information Engineering from the Beijing Institute of Technology, and is a CFA charterholder.
8 years with J.P. Morgan / 24 years in the Industry
Fred Barasi, managing director, is an analyst within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2017, Fred was previously with Moody's Investor Services, where he was a credit analyst. Fred obtained a MA in Mathematics from the University of Cambridge and earned a MSc. in operation research from the London School of Economics and Political Science. He is a CFA charterholder.
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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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