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JPMorgan Funds Audited Annual Report - JP Morgan Asset ...

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<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong><br />

Appendix - Unaudited Additional Disclosures (continued)<br />

2. Summary of Investment Objectives of the Sub-<strong>Funds</strong> (continued)<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Consumer Trends Fund<br />

Seeks to provide long-term capital growth by investing primarily in companies benefiting from consumer driven opportunities, globally.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Convertibles Fund (EUR)<br />

Seeks to provide a return by investing primarily in a diversified portfolio of convertible securities, globally.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Dynamic Fund<br />

Seeks to maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Focus Fund<br />

Seeks to provide superior long-term capital growth by investing primarily in an aggressively managed portfolio of large, medium and small companies,<br />

globally, that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Government Bond Fund<br />

Seeks to achieve a return in line with the benchmark by investing primarily in a portfolio of global government debt securities.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Mining Fund<br />

Seeks to provide long-term capital growth by investing primarily in companies engaged in mining and mining related activities, anywhere in the world.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Natural Resources Fund<br />

Seeks to provide long-term capital growth by investing primarily in natural resources companies, globally, many of which are in the early stages of<br />

exploration.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Real Estate Securities Fund (USD)<br />

Seeks to provide long-term capital growth by investing primarily in a portfolio of Real Estate Investment Trusts (“REITs”) and in companies that own, develop,<br />

operate or finance real estate, where real estate assets or activities account for more than 50% of the value of such companies’ shares (“Real Estate<br />

Companies”).<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Global Unconstrained Equity Fund<br />

Seeks to provide long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Greater China Fund<br />

Seeks to provide long-term capital growth by investing primarily in companies from the People’s Republic of China, Hong Kong and Taiwan (“Greater China”).<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Hong Kong Fund<br />

Seeks to provide long-term capital growth by investing primarily in Hong Kong companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - India Fund<br />

Seeks to provide long-term capital growth by investing primarily in Indian companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Japan Equity Fund<br />

Seeks to provide long-term capital growth by investing primarily in Japanese companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Japan Small Cap Fund<br />

Seeks to provide long-term capital growth by investing primarily in small capitalisation Japanese companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Korea Equity Fund<br />

Seeks to provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies, using financial derivative instruments<br />

where appropriate.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Latin America Equity Fund<br />

Seeks to provide long-term capital growth by investing primarily in Latin American companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Pacific Technology Fund<br />

Seeks to provide long-term capital growth by investing primarily in technology, media and telecommunications related companies in the Pacific Basin<br />

(including Japan).<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Russia Fund<br />

Seeks to provide long-term capital growth by investing primarily in a concentrated portfolio of Russian companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Singapore Fund<br />

Seeks to provide long-term capital growth by investing primarily in Singaporean companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - Taiwan Fund<br />

Seeks to provide long-term capital growth by investing primarily in Taiwanese companies.<br />

<strong><strong>JP</strong><strong>Morgan</strong></strong> <strong>Funds</strong> - US Aggregate Bond Fund<br />

Seeks to achieve a return in excess of US bond markets by investing primarily in US investment grade debt securities.<br />

205

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