Jpmorgan Funds - Fundsupermart.com
Jpmorgan Funds - Fundsupermart.com
Jpmorgan Funds - Fundsupermart.com
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
JPMorgan <strong>Funds</strong><br />
Appendix - Unaudited Additional Disclosures (continued)<br />
2. Summary of Investment Objectives of the Sub-<strong>Funds</strong> (continued)<br />
JPMorgan <strong>Funds</strong> – JF Tokyo Alpha Plus Fund<br />
Seeks to provide superior long term capital growth by investing primarily in a concentrated portfolio (generally 25 to 50 <strong>com</strong>panies) of Japanese <strong>com</strong>panies.<br />
Subject to the limits in Appendix III of the current prospectus, the Sub-Fund will have the ability to hedge against directional risk using index futures and/or<br />
cash, and in this context, exposure to equities could be low.<br />
JPMorgan <strong>Funds</strong> – Latin America Equity Fund<br />
Seeks to provide long-term capital growth by investing primarily in Latin American <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – Middle East Equity Fund<br />
Seeks to provide long-term capital growth by investing primarily in <strong>com</strong>panies in the Middle East region. Additionally the Fund may invest, to a limited extent, in<br />
Morocco and Tunisia.<br />
JPMorgan <strong>Funds</strong> – Russia Fund<br />
Seeks to provide long-term capital growth by investing primarily in a concentrated portfolio of Russian <strong>com</strong>panies and the other CIS states through either<br />
investments in Global Depository Receipts and American Depository Receipts or direct investment in the securities of such <strong>com</strong>panies, including securities<br />
listed or quoted on stock exchanges outside Russia and the other CIS states. The Sub-Fund will limit any direct investments or unlisted securities in Russia and<br />
the other CIS states (together with any other securities not dealt in on a Regulated Market) to 10% of its net assets; until such time as Russia and/or any of the<br />
other CIS states be<strong>com</strong>e Regulated Markets.<br />
JPMorgan <strong>Funds</strong> – Sterling Bond Fund<br />
Seeks to achieve a return in excess of sterling bond markets by investing primarily in GBP denominated bonds and other debt securities.<br />
JPMorgan <strong>Funds</strong> – UK Equity Fund<br />
Seeks to provide long-term capital growth by investing primarily in UK <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – US 130/30 Fund<br />
Seeks to provide long term capital growth, through exposure to US <strong>com</strong>panies by direct investments in securities of such <strong>com</strong>panies and through the use of<br />
financial derivative instruments.<br />
JPMorgan <strong>Funds</strong> – US Aggregate Bond Fund<br />
Seeks to achieve a return in excess of US bond markets by investing primarily in US bonds and other debt securities.<br />
JPMorgan <strong>Funds</strong> – US Dynamic Fund<br />
Seeks to maximise long-term capital growth by investing primarily in an aggressively managed portfolio of US <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – US Select 130/30 Fund<br />
Seeks to provide long term capital growth, by seeking exposure to US <strong>com</strong>panies by direct investments in securities of such <strong>com</strong>panies and through the useof<br />
financial derivative instruments.<br />
JPMorgan <strong>Funds</strong> – US Small Cap Growth Fund<br />
Seeks to provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – US Strategic Growth Fund<br />
Seeks to provide long-term capital growth by investing primarily in a growth style biased portfolio of US <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – US Technology Fund<br />
Seeks to provide long-term capital growth by investing primarily in technology, media and tele<strong>com</strong>munications related US <strong>com</strong>panies.<br />
JPMorgan <strong>Funds</strong> – US Value Fund<br />
Seeks to provide long-term capital growth by investing primarily in a value style biased portfolio of US <strong>com</strong>panies.<br />
217